Diversify Wealth Management, LLC Vanguard Mid Cap ETF Transaction History
Diversify Wealth Management, LLC
- $1.35 Trillion
- Q1 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 33,896 shares of VO stock, worth $9.16 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
33,896
Previous 33,230
2.0%
Holding current value
$9.16 Million
Previous $8.73 Billion
0.57%
% of portfolio
0.65%
Previous 0.68%
Shares
4 transactions
Others Institutions Holding VO
# of Institutions
2,351Shares 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