Iht Wealth Management, LLC Vanguard Mid Cap ETF Transaction History
Iht Wealth Management, LLC
- $3.44 Billion
- Q2 2025
A detailed history of Iht Wealth Management, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Iht Wealth Management, LLC holds 17,865 shares of VO stock, worth $5.11 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
17,865
Previous 13,714
30.27%
Holding current value
$5.11 Million
Previous $3.55 Million
40.98%
% of portfolio
0.15%
Previous 0.12%
Shares
32 transactions
Others Institutions Holding VO
# of Institutions
2,433Shares Held
211MCall Options Held
71.5KPut Options Held
24.9K-
Wells Fargo & Company San Francisco, CA24.8MShares$7.09 Billion1.48% of portfolio
-
Jones Financial Companies Lllp21MShares$6.01 Billion4.48% of portfolio
-
Bank Of America Corp Charlotte, NC17.3MShares$4.94 Billion0.36% of portfolio
-
Creative Planning Overland Park, KS8.41MShares$2.41 Billion2.03% of portfolio
-
Morgan Stanley New York, NY8.04MShares$2.3 Billion0.15% of portfolio