Diversify Wealth Management, LLC Vanguard Mid Cap ETF Transaction History
Diversify Wealth Management, LLC
- $1.04 Trillion
- Q3 2024
A detailed history of Diversify Wealth Management, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 30,720 shares of VO stock, worth $8.23 Million. This represents 0.79% of its overall portfolio holdings.
Number of Shares
30,720
Previous 28,946
6.13%
Holding current value
$8.23 Million
Previous $6.88 Billion
18.67%
% of portfolio
0.79%
Previous 0.86%
Shares
2 transactions
Others Institutions Holding VO
# of Institutions
2,092Shares Held
173MCall Options Held
57KPut Options Held
93.7K-
Wells Fargo & Company San Francisco, CA22.3MShares$5.97 Billion1.35% of portfolio
-
Bank Of America Corp Charlotte, NC16.1MShares$4.31 Billion0.36% of portfolio
-
Jones Financial Companies Lllp14.5MShares$3.88 Billion3.92% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.19 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.37MShares$1.98 Billion0.14% of portfolio