Copia Wealth Management Vanguard Mid Cap ETF Transaction History
Copia Wealth Management
- $135 Billion
- Q3 2025
A detailed history of Copia Wealth Management transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Copia Wealth Management holds 1,837 shares of VO stock, worth $527,090. This represents 0.4% of its overall portfolio holdings.
Number of Shares
1,837
Previous 1,838
0.05%
Holding current value
$527,090
Previous $514 Million
4.91%
% of portfolio
0.4%
Previous 0.43%
Shares
3 transactions
Others Institutions Holding VO
# of Institutions
2,509Shares Held
220MCall Options Held
55KPut Options Held
34.5K-
Wells Fargo & Company San Francisco, CA26.2MShares$7.52 Billion1.52% of portfolio
-
Jones Financial Companies Lllp23MShares$6.6 Billion4.64% of portfolio
-
Bank Of America Corp Charlotte, NC17.5MShares$5.01 Billion0.36% of portfolio
-
Creative Planning Overland Park, KS8.33MShares$2.39 Billion1.9% of portfolio
-
Morgan Stanley New York, NY8.23MShares$2.36 Billion0.15% of portfolio