Cassaday & CO Wealth Management LLC Vanguard Mid Cap ETF Transaction History
Cassaday & CO Wealth Management LLC
- $3.53 Billion
- Q3 2024
A detailed history of Cassaday & CO Wealth Management LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 3,085 shares of VO stock, worth $830,050. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,085
Previous 3,203
3.68%
Holding current value
$830,050
Previous $775,000
4.9%
% of portfolio
0.02%
Previous 0.03%
Shares
6 transactions
Others Institutions Holding VO
# of Institutions
2,092Shares Held
173MCall Options Held
57KPut Options Held
93.7K-
Wells Fargo & Company San Francisco, CA22.3MShares$6 Billion1.35% of portfolio
-
Bank Of America Corp Charlotte, NC16.1MShares$4.32 Billion0.36% of portfolio
-
Jones Financial Companies Lllp14.5MShares$3.89 Billion3.92% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.2 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.37MShares$1.98 Billion0.14% of portfolio