Fonville Wealth Management LLC Vanguard Mid Cap ETF Transaction History
Fonville Wealth Management LLC
- $303 Billion
- Q4 2024
A detailed history of Fonville Wealth Management LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Fonville Wealth Management LLC holds 25,776 shares of VO stock, worth $7.07 Million. This represents 2.25% of its overall portfolio holdings.
Number of Shares
25,776
Previous 24,667
4.5%
Holding current value
$7.07 Million
Previous $6.51 Billion
4.61%
% of portfolio
2.25%
Previous 2.25%
Shares
5 transactions
Others Institutions Holding VO
# of Institutions
2,138Shares Held
174MCall Options Held
57KPut Options Held
93.7K-
Wells Fargo & Company San Francisco, CA22.3MShares$6.11 Billion1.35% of portfolio
-
Bank Of America Corp Charlotte, NC16.1MShares$4.41 Billion0.36% of portfolio
-
Jones Financial Companies Lllp14.5MShares$3.97 Billion3.92% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.24 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.37MShares$2.02 Billion0.14% of portfolio