Connecticut Wealth Management, LLC Vanguard Mid Cap ETF Transaction History
Connecticut Wealth Management, LLC
- $1.93 Billion
- Q2 2024
A detailed history of Connecticut Wealth Management, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Connecticut Wealth Management, LLC holds 202,349 shares of VO stock, worth $53.1 Million. This represents 2.53% of its overall portfolio holdings.
Number of Shares
202,349
Previous 203,282
0.46%
Holding current value
$53.1 Million
Previous $50.8 Million
3.55%
% of portfolio
2.53%
Previous 2.7%
Shares
28 transactions
Others Institutions Holding VO
# of Institutions
2,017Shares Held
171MCall Options Held
58.4KPut Options Held
26K-
Wells Fargo & Company San Francisco, CA23.1MShares$6.06 Billion1.37% of portfolio
-
Bank Of America Corp Charlotte, NC16MShares$4.2 Billion0.35% of portfolio
-
Jones Financial Companies Lllp14MShares$3.68 Billion3.93% of portfolio
-
Creative Planning Overland Park, KS8.27MShares$2.17 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.31MShares$1.92 Billion0.14% of portfolio