Investments & Financial Planning, LLC Vanguard Mid Cap ETF Transaction History
Investments & Financial Planning, LLC
- $158 Million
- Q3 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 55,878 shares of VO stock, worth $15 Million. This represents 9.34% of its overall portfolio holdings.
Number of Shares
55,878
Previous 54,703
2.15%
Holding current value
$15 Million
Previous $13.2 Million
11.32%
% of portfolio
9.34%
Previous 8.89%
Shares
9 transactions
Others Institutions Holding VO
# of Institutions
2,092Shares Held
173MCall Options Held
57KPut Options Held
93.7K-
Wells Fargo & Company San Francisco, CA22.3MShares$5.97 Billion1.35% of portfolio
-
Bank Of America Corp Charlotte, NC16.1MShares$4.31 Billion0.36% of portfolio
-
Jones Financial Companies Lllp14.5MShares$3.88 Billion3.92% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.19 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.37MShares$1.98 Billion0.14% of portfolio