Geometric Wealth Advisors Vanguard Mid Cap ETF Transaction History
Geometric Wealth Advisors
- $688 Million
- Q3 2025
A detailed history of Geometric Wealth Advisors transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Geometric Wealth Advisors holds 2,040 shares of VO stock, worth $585,337. This represents 0.09% of its overall portfolio holdings.
Number of Shares
2,040
Previous 2,040
-0.0%
Holding current value
$585,337
Previous $570,000
5.09%
% of portfolio
0.09%
Previous 0.09%
Shares
6 transactions
Others Institutions Holding VO
# of Institutions
2,507Shares Held
220MCall Options Held
55KPut Options Held
34.5K-
Wells Fargo & Company San Francisco, CA26.2MShares$7.52 Billion1.52% of portfolio
-
Jones Financial Companies Lllp23MShares$6.6 Billion4.64% of portfolio
-
Bank Of America Corp Charlotte, NC17.5MShares$5.01 Billion0.36% of portfolio
-
Creative Planning Overland Park, KS8.33MShares$2.39 Billion1.9% of portfolio
-
Morgan Stanley New York, NY8.23MShares$2.36 Billion0.15% of portfolio