Financial Perspectives, Inc Vanguard Mid Cap ETF Transaction History
Financial Perspectives, Inc
- $288 Billion
- Q3 2024
A detailed history of Financial Perspectives, Inc transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Financial Perspectives, Inc holds 344 shares of VO stock, worth $97,665. This represents 0.03% of its overall portfolio holdings.
Number of Shares
344
Previous 305
12.79%
Holding current value
$97,665
Previous $73.9 Million
23.01%
% of portfolio
0.03%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding VO
# of Institutions
2,090Shares Held
173MCall Options Held
57KPut Options Held
93.7K-
Wells Fargo & Company San Francisco, CA22.3MShares$6.33 Billion1.35% of portfolio
-
Bank Of America Corp Charlotte, NC16.1MShares$4.56 Billion0.36% of portfolio
-
Jones Financial Companies Lllp14.5MShares$4.11 Billion3.92% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.32 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.37MShares$2.09 Billion0.14% of portfolio