High Mark Wealth Management LLC Vanguard Mid Cap ETF Transaction History
High Mark Wealth Management LLC
- $217 Million
- Q3 2025
A detailed history of High Mark Wealth Management LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, High Mark Wealth Management LLC holds 86 shares of VO stock, worth $25,160. This represents 0.01% of its overall portfolio holdings.
Number of Shares
86
Previous 65
32.31%
Holding current value
$25,160
Previous $18,000
38.89%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding VO
# of Institutions
2,463Shares Held
212MCall Options Held
71.5KPut Options Held
24.9K-
Wells Fargo & Company San Francisco, CA24.8MShares$7.25 Billion1.48% of portfolio
-
Jones Financial Companies Lllp21MShares$6.14 Billion4.48% of portfolio
-
Bank Of America Corp Charlotte, NC17.3MShares$5.05 Billion0.36% of portfolio
-
Creative Planning Overland Park, KS8.41MShares$2.46 Billion2.03% of portfolio
-
Morgan Stanley New York, NY8.04MShares$2.35 Billion0.15% of portfolio