Core Wealth Advisors, Inc. Vanguard Mid Cap ETF Transaction History
Core Wealth Advisors, Inc.
- $291 Million
- Q2 2024
A detailed history of Core Wealth Advisors, Inc. transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Core Wealth Advisors, Inc. holds 51,218 shares of VO stock, worth $13.5 Million. This represents 4.26% of its overall portfolio holdings.
Number of Shares
51,218
Previous 53,586
4.42%
Holding current value
$13.5 Million
Previous $13.4 Million
7.39%
% of portfolio
4.26%
Previous 4.56%
Shares
5 transactions
Others Institutions Holding VO
# of Institutions
2,016Shares Held
171MCall Options Held
58.4KPut Options Held
26K-
Wells Fargo & Company San Francisco, CA23.1MShares$6.07 Billion1.37% of portfolio
-
Bank Of America Corp Charlotte, NC16MShares$4.21 Billion0.35% of portfolio
-
Jones Financial Companies Lllp14MShares$3.69 Billion3.93% of portfolio
-
Creative Planning Overland Park, KS8.27MShares$2.18 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.31MShares$1.92 Billion0.14% of portfolio