High Pines Wealth Management, LLC Vanguard Mid Cap ETF Transaction History
High Pines Wealth Management, LLC
- $65.6 Million
- Q4 2023
A detailed history of High Pines Wealth Management, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, High Pines Wealth Management, LLC holds 24,671 shares of VO stock, worth $6.95 Million. This represents 8.75% of its overall portfolio holdings.
Number of Shares
24,671
Previous 23,671
4.22%
Holding current value
$6.95 Million
Previous $4.93 Million
16.43%
% of portfolio
8.75%
Previous 8.11%
Shares
12 transactions
Others Institutions Holding VO
# of Institutions
2,089Shares Held
173MCall Options Held
57KPut Options Held
93.7K-
Wells Fargo & Company San Francisco, CA22.3MShares$6.28 Billion1.35% of portfolio
-
Bank Of America Corp Charlotte, NC16.1MShares$4.53 Billion0.36% of portfolio
-
Jones Financial Companies Lllp14.5MShares$4.08 Billion3.92% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.31 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.37MShares$2.08 Billion0.14% of portfolio