Gradient Capital Advisors, LLC Vanguard Mid Cap ETF Transaction History
Gradient Capital Advisors, LLC
- $304 Million
- Q4 2024
A detailed history of Gradient Capital Advisors, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Gradient Capital Advisors, LLC holds 15,183 shares of VO stock, worth $4.16 Million. This represents 1.32% of its overall portfolio holdings.
Number of Shares
15,183
Previous 14,813
2.5%
Holding current value
$4.16 Million
Previous $3.91 Million
2.61%
% of portfolio
1.32%
Previous 1.32%
Shares
29 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