Fidato Wealth LLC Vanguard Mid Cap ETF Transaction History
Fidato Wealth LLC
- $136 Million
- Q4 2024
A detailed history of Fidato Wealth LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Fidato Wealth LLC holds 123,100 shares of VO stock, worth $31.7 Million. This represents 23.89% of its overall portfolio holdings.
Number of Shares
123,100
Previous 120,527
2.13%
Holding current value
$31.7 Million
Previous $31.8 Million
2.25%
% of portfolio
23.89%
Previous 25.54%
Shares
10 transactions
Others Institutions Holding VO
# of Institutions
2,311Shares Held
189MCall Options Held
55.1KPut Options Held
17.1K-
Wells Fargo & Company San Francisco, CA22.4MShares$5.76 Billion1.37% of portfolio
-
Jones Financial Companies Lllp17.4MShares$4.48 Billion4.4% of portfolio
-
Bank Of America Corp Charlotte, NC16.6MShares$4.26 Billion0.37% of portfolio
-
Creative Planning Overland Park, KS8.09MShares$2.08 Billion2.08% of portfolio
-
Morgan Stanley New York, NY7.67MShares$1.97 Billion0.15% of portfolio