Diversify Wealth Management, LLC Vanguard Mid Cap ETF Transaction History
Diversify Wealth Management, LLC
- $1.73 Trillion
- Q3 2025
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 35,201 shares of VO stock, worth $10.1 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
35,201
Previous 34,120
3.17%
Holding current value
$10.1 Million
Previous $9.75 Billion
4.68%
% of portfolio
0.59%
Previous 0.6%
Shares
6 transactions
Others Institutions Holding VO
# of Institutions
2,507Shares 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