High Net Worth Advisory Group LLC Vanguard Mid Cap ETF Transaction History
High Net Worth Advisory Group LLC
- $315 Million
- Q1 2024
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 8,911 shares of VO stock, worth $2.16 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
8,911
Previous 8,818
1.05%
Holding current value
$2.16 Million
Previous $2.05 Million
8.53%
% of portfolio
0.71%
Previous 0.77%
Shares
11 transactions
Others Institutions Holding VO
# of Institutions
1,958Shares 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