High Net Worth Advisory Group LLC Vanguard Mid Cap ETF Transaction History
High Net Worth Advisory Group LLC
- $340 Million
- Q1 2025
A detailed history of High Net Worth Advisory Group LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, High Net Worth Advisory Group LLC holds 9,569 shares of VO stock, worth $2.36 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
9,569
Previous 9,470
1.05%
Holding current value
$2.36 Million
Previous $2.5 Million
1.64%
% of portfolio
0.72%
Previous 0.73%
Shares
15 transactions
Others Institutions Holding VO
# of Institutions
2,323Shares Held
189MCall Options Held
55.1KPut Options Held
18K-
Wells Fargo & Company San Francisco, CA22.4MShares$5.52 Billion1.37% of portfolio
-
Jones Financial Companies Lllp17.4MShares$4.3 Billion4.4% of portfolio
-
Bank Of America Corp Charlotte, NC16.6MShares$4.08 Billion0.37% of portfolio
-
Creative Planning Overland Park, KS8.09MShares$1.99 Billion2.08% of portfolio
-
Morgan Stanley New York, NY7.67MShares$1.89 Billion0.15% of portfolio