Consilio Wealth Advisors, LLC Vanguard Mid Cap ETF Transaction History
Consilio Wealth Advisors, LLC
- $281 Million
- Q2 2025
A detailed history of Consilio Wealth Advisors, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Consilio Wealth Advisors, LLC holds 37,089 shares of VO stock, worth $10.9 Million. This represents 3.7% of its overall portfolio holdings.
Number of Shares
37,089
Previous 36,280
2.23%
Holding current value
$10.9 Million
Previous $9.33 Million
11.26%
% of portfolio
3.7%
Previous 3.92%
Shares
15 transactions
Others Institutions Holding VO
# of Institutions
2,463Shares Held
212MCall 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