Geometric Wealth Advisors Vanguard Mid Cap ETF Transaction History
Geometric Wealth Advisors
- $518 Million
- Q3 2024
A detailed history of Geometric Wealth Advisors transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Geometric Wealth Advisors holds 956 shares of VO stock, worth $252,661. This represents 0.05% of its overall portfolio holdings.
Number of Shares
956
Previous 956
-0.0%
Holding current value
$252,661
Previous $231,000
9.09%
% of portfolio
0.05%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding VO
# of Institutions
2,092Shares Held
173MCall Options Held
57KPut Options Held
93.7K-
Wells Fargo & Company San Francisco, CA22.3MShares$5.89 Billion1.35% of portfolio
-
Bank Of America Corp Charlotte, NC16.1MShares$4.25 Billion0.36% of portfolio
-
Jones Financial Companies Lllp14.5MShares$3.83 Billion3.92% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.16 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.37MShares$1.95 Billion0.14% of portfolio