Gratus Wealth Advisors, LLC Vanguard Mid Cap ETF Transaction History
Gratus Wealth Advisors, LLC
- $544 Billion
- Q1 2024
A detailed history of Gratus Wealth Advisors, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Gratus Wealth Advisors, LLC holds 41,883 shares of VO stock, worth $10.1 Million. This represents 1.81% of its overall portfolio holdings.
Number of Shares
41,883
Previous 78,205
46.44%
Holding current value
$10.1 Million
Previous $18.2 Billion
45.87%
% of portfolio
1.81%
Previous 3.59%
Shares
2 transactions
Others Institutions Holding VO
# of Institutions
1,964Shares Held
167MCall Options Held
224KPut Options Held
206K-
Wells Fargo & Company San Francisco, CA23.6MShares$5.71 Billion1.44% of portfolio
-
Bank Of America Corp Charlotte, NC15.7MShares$3.81 Billion0.37% of portfolio
-
Jones Financial Companies Lllp10.5MShares$2.54 Billion3.57% of portfolio
-
Creative Planning Overland Park, KS8.25MShares$2 Billion2.29% of portfolio
-
Morgan Stanley New York, NY7.2MShares$1.74 Billion0.15% of portfolio