Investments & Financial Planning, LLC Vanguard Mid Cap ETF Transaction History
Investments & Financial Planning, LLC
- $149 Million
- Q2 2024
A detailed history of Investments & Financial Planning, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Investments & Financial Planning, LLC holds 54,703 shares of VO stock, worth $14.4 Million. This represents 8.89% of its overall portfolio holdings.
Number of Shares
54,703
Previous 54,172
0.98%
Holding current value
$14.4 Million
Previous $13.5 Million
2.16%
% of portfolio
8.89%
Previous 9.28%
Shares
8 transactions
Others Institutions Holding VO
# of Institutions
2,018Shares Held
171MCall Options Held
58.4KPut Options Held
26K-
Wells Fargo & Company San Francisco, CA23.1MShares$6.09 Billion1.37% of portfolio
-
Bank Of America Corp Charlotte, NC16MShares$4.22 Billion0.35% of portfolio
-
Jones Financial Companies Lllp14MShares$3.7 Billion3.93% of portfolio
-
Creative Planning Overland Park, KS8.27MShares$2.18 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.31MShares$1.93 Billion0.14% of portfolio