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 $472,698. This represents 0.45% of its overall portfolio holdings.
Number of Shares
1,863
Previous 1,863
-0.0%
Holding current value
$472,698
Previous $492 Million
2.09%
% of portfolio
0.45%
Previous 0.47%
Shares
1 transactions
Others Institutions Holding VO
# of Institutions
2,323Shares Held
189MCall Options Held
55.1KPut Options Held
18K-
Wells Fargo & Company San Francisco, CA22.4MShares$5.68 Billion1.37% of portfolio
-
Jones Financial Companies Lllp17.4MShares$4.43 Billion4.4% of portfolio
-
Bank Of America Corp Charlotte, NC16.6MShares$4.2 Billion0.37% of portfolio
-
Creative Planning Overland Park, KS8.09MShares$2.05 Billion2.08% of portfolio
-
Morgan Stanley New York, NY7.67MShares$1.95 Billion0.15% of portfolio