Forvis Wealth Advisors, LLC Vanguard Mid Cap ETF Transaction History
Forvis Wealth Advisors, LLC
- $3.96 Billion
- Q2 2024
A detailed history of Forvis Wealth Advisors, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 45,789 shares of VO stock, worth $12.4 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
45,789
Previous 50,656
9.61%
Holding current value
$12.4 Million
Previous $12.7 Million
12.41%
% of portfolio
0.28%
Previous 0.32%
Shares
26 transactions
Others Institutions Holding VO
# of Institutions
2,027Shares Held
171MCall Options Held
58.4KPut Options Held
110K-
Wells Fargo & Company San Francisco, CA23.1MShares$6.23 Billion1.37% of portfolio
-
Bank Of America Corp Charlotte, NC16MShares$4.32 Billion0.35% of portfolio
-
Jones Financial Companies Lllp14MShares$3.79 Billion3.93% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.21 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.31MShares$1.97 Billion0.14% of portfolio