Concord Wealth Partners Vanguard Mid Cap ETF Transaction History
Concord Wealth Partners
- $673 Million
- Q2 2025
A detailed history of Concord Wealth Partners transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Concord Wealth Partners holds 365 shares of VO stock, worth $106,784. This represents 0.02% of its overall portfolio holdings.
Number of Shares
365
Previous 302
20.86%
Holding current value
$106,784
Previous $78,000
30.77%
% of portfolio
0.02%
Previous 0.01%
Shares
17 transactions
Others Institutions Holding VO
# of Institutions
2,445Shares Held
211MCall Options Held
71.5KPut Options Held
24.9K-
Wells Fargo & Company San Francisco, CA24.8MShares$7.25 Billion1.48% of portfolio
-
Jones Financial Companies Lllp21MShares$6.14 Billion4.48% of portfolio
-
Bank Of America Corp Charlotte, NC17.3MShares$5.05 Billion0.36% of portfolio
-
Creative Planning Overland Park, KS8.41MShares$2.46 Billion2.03% of portfolio
-
Morgan Stanley New York, NY8.04MShares$2.35 Billion0.15% of portfolio