Consilio Wealth Advisors, LLC Vanguard Mid Cap ETF Transaction History
Consilio Wealth Advisors, LLC
- $238 Million
- Q1 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 36,280 shares of VO stock, worth $9.18 Million. This represents 3.92% of its overall portfolio holdings.
Number of Shares
36,280
Previous 50,703
28.45%
Holding current value
$9.18 Million
Previous $13.4 Million
30.35%
% of portfolio
3.92%
Previous 5.49%
Shares
14 transactions
Others Institutions Holding VO
# of Institutions
2,328Shares Held
190MCall Options Held
55.1KPut Options Held
18K-
Wells Fargo & Company San Francisco, CA22.4MShares$5.67 Billion1.37% of portfolio
-
Jones Financial Companies Lllp17.4MShares$4.41 Billion4.4% of portfolio
-
Bank Of America Corp Charlotte, NC16.6MShares$4.19 Billion0.37% of portfolio
-
Creative Planning Overland Park, KS8.09MShares$2.05 Billion2.08% of portfolio
-
Morgan Stanley New York, NY7.67MShares$1.94 Billion0.15% of portfolio