Fsm Wealth Advisors, LLC Vanguard Mid Cap ETF Transaction History
Fsm Wealth Advisors, LLC
- $443 Million
- Q1 2025
A detailed history of Fsm Wealth Advisors, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 1,525 shares of VO stock, worth $411,994. This represents 0.09% of its overall portfolio holdings.
Number of Shares
1,525
Previous 890
71.35%
Holding current value
$411,994
Previous $235,000
67.66%
% of portfolio
0.09%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding VO
# of Institutions
2,351Shares Held
196MCall Options Held
69.3KPut Options Held
25.1K-
Wells Fargo & Company San Francisco, CA24MShares$6.47 Billion1.45% of portfolio
-
Jones Financial Companies Lllp18.4MShares$4.96 Billion4.27% of portfolio
-
Bank Of America Corp Charlotte, NC16.6MShares$4.49 Billion0.35% of portfolio
-
Creative Planning Overland Park, KS8.21MShares$2.22 Billion2.0% of portfolio
-
Morgan Stanley New York, NY8.03MShares$2.17 Billion0.15% of portfolio