Intergy Private Wealth, LLC Vanguard Mid Cap ETF Transaction History
Intergy Private Wealth, LLC
- $316 Million
- Q3 2025
A detailed history of Intergy Private Wealth, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Intergy Private Wealth, LLC holds 9,949 shares of VO stock, worth $2.85 Million. This represents 0.92% of its overall portfolio holdings.
Number of Shares
9,949
Previous 9,472
5.04%
Holding current value
$2.85 Million
Previous $2.65 Million
10.26%
% of portfolio
0.92%
Previous 0.91%
Shares
16 transactions
Others Institutions Holding VO
# of Institutions
2,508Shares Held
220MCall Options Held
55KPut Options Held
34.5K-
Wells Fargo & Company San Francisco, CA26.2MShares$7.52 Billion1.52% of portfolio
-
Jones Financial Companies Lllp23MShares$6.6 Billion4.64% of portfolio
-
Bank Of America Corp Charlotte, NC17.5MShares$5.01 Billion0.36% of portfolio
-
Creative Planning Overland Park, KS8.33MShares$2.39 Billion1.9% of portfolio
-
Morgan Stanley New York, NY8.23MShares$2.36 Billion0.15% of portfolio