Consilio Wealth Advisors, LLC Vanguard Mid Cap ETF Transaction History
Consilio Wealth Advisors, LLC
- $223 Million
- Q2 2024
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 51,617 shares of VO stock, worth $13 Million. This represents 5.61% of its overall portfolio holdings.
Number of Shares
51,617
Previous 95,732
46.08%
Holding current value
$13 Million
Previous $23.9 Million
47.76%
% of portfolio
5.61%
Previous 11.21%
Shares
11 transactions
Others Institutions Holding VO
# of Institutions
2,014Shares Held
171MCall Options Held
58.4KPut Options Held
26K-
Wells Fargo & Company San Francisco, CA23.1MShares$5.82 Billion1.37% of portfolio
-
Bank Of America Corp Charlotte, NC16MShares$4.03 Billion0.35% of portfolio
-
Jones Financial Companies Lllp14MShares$3.54 Billion3.93% of portfolio
-
Creative Planning Overland Park, KS8.27MShares$2.08 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.31MShares$1.84 Billion0.14% of portfolio