Evanson Asset Management, LLC Vanguard Mid Cap ETF Transaction History
Evanson Asset Management, LLC
- $1.35 Billion
- Q3 2024
A detailed history of Evanson Asset Management, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Evanson Asset Management, LLC holds 3,283 shares of VO stock, worth $862,279. This represents 0.06% of its overall portfolio holdings.
Number of Shares
3,283
Previous 3,764
12.78%
Holding current value
$862,279
Previous $911,000
4.94%
% of portfolio
0.06%
Previous 0.07%
Shares
28 transactions
Others Institutions Holding VO
# of Institutions
2,038Shares Held
172MCall Options Held
62.2KPut Options Held
110K-
Wells Fargo & Company San Francisco, CA23.1MShares$6.06 Billion1.37% of portfolio
-
Bank Of America Corp Charlotte, NC16MShares$4.2 Billion0.35% of portfolio
-
Jones Financial Companies Lllp14MShares$3.69 Billion3.93% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.15 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.31MShares$1.92 Billion0.14% of portfolio