Evermay Wealth Management LLC Vanguard Mid Cap ETF Transaction History
Evermay Wealth Management LLC
- $620 Million
- Q2 2024
A detailed history of Evermay Wealth Management LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Evermay Wealth Management LLC holds 32,153 shares of VO stock, worth $8.48 Million. This represents 1.26% of its overall portfolio holdings.
Number of Shares
32,153
Previous 32,859
2.15%
Holding current value
$8.48 Million
Previous $8.21 Million
5.19%
% of portfolio
1.26%
Previous 1.24%
Shares
27 transactions
Others Institutions Holding VO
# of Institutions
2,018Shares Held
171MCall Options Held
58.4KPut Options Held
26K-
Wells Fargo & Company San Francisco, CA23.1MShares$6.09 Billion1.37% of portfolio
-
Bank Of America Corp Charlotte, NC16MShares$4.22 Billion0.35% of portfolio
-
Jones Financial Companies Lllp14MShares$3.7 Billion3.93% of portfolio
-
Creative Planning Overland Park, KS8.27MShares$2.18 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.31MShares$1.93 Billion0.14% of portfolio