Consilio Wealth Advisors, LLC Vanguard Large Cap ETF Transaction History
Consilio Wealth Advisors, LLC
- $238 Million
- Q1 2025
A detailed history of Consilio Wealth Advisors, LLC transactions in Vanguard Large Cap ETF stock. As of the latest transaction made, Consilio Wealth Advisors, LLC holds 1,026 shares of VV stock, worth $278,846. This represents 0.11% of its overall portfolio holdings.
Number of Shares
1,026
Previous 1,190
13.78%
Holding current value
$278,846
Previous $320,000
18.13%
% of portfolio
0.11%
Previous 0.13%
Shares
11 transactions
Others Institutions Holding VV
# of Institutions
1,306Shares Held
103MCall Options Held
35.8KPut Options Held
22.1K-
Jones Financial Companies Lllp16.1MShares$4.38 Billion3.73% of portfolio
-
Creative Planning Overland Park, KS12.7MShares$3.45 Billion3.08% of portfolio
-
National Mutual Insurance Federation Of Agricultural Cooperatives6.54MShares$1.78 Billion15.15% of portfolio
-
Vanguard Group Inc Valley Forge, PA3.48MShares$946 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC3.02MShares$820 Million0.06% of portfolio