Copia Wealth Management Vanguard Mid Cap ETF Transaction History
Copia Wealth Management
- $108 Billion
- Q1 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 1,863 shares of VO stock, worth $503,308. This represents 0.45% of its overall portfolio holdings.
Number of Shares
1,863
Previous 1,863
-0.0%
Holding current value
$503,308
Previous $492 Million
2.09%
% of portfolio
0.45%
Previous 0.47%
Shares
1 transactions
Others Institutions Holding VO
# of Institutions
2,350Shares Held
196MCall Options Held
69.3KPut Options Held
25.1K-
Wells Fargo & Company San Francisco, CA24MShares$6.47 Billion1.45% of portfolio
-
Jones Financial Companies Lllp18.4MShares$4.96 Billion4.27% of portfolio
-
Bank Of America Corp Charlotte, NC16.6MShares$4.49 Billion0.35% of portfolio
-
Creative Planning Overland Park, KS8.21MShares$2.22 Billion2.0% of portfolio
-
Morgan Stanley New York, NY8.03MShares$2.17 Billion0.15% of portfolio