Joel Adams & Associates, Inc. Vanguard Mid Cap ETF Transaction History
Joel Adams & Associates, Inc.
- $111 Billion
- Q1 2025
A detailed history of Joel Adams & Associates, Inc. transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Joel Adams & Associates, Inc. holds 9,846 shares of VO stock, worth $2.5 Million. This represents 2.29% of its overall portfolio holdings.
Number of Shares
9,846
Previous 10,120
2.71%
Holding current value
$2.5 Million
Previous $2.67 Billion
4.73%
% of portfolio
2.29%
Previous 2.43%
Shares
2 transactions
Others Institutions Holding VO
# of Institutions
2,325Shares Held
189MCall Options Held
55.1KPut Options Held
18K-
Wells Fargo & Company San Francisco, CA22.4MShares$5.68 Billion1.37% of portfolio
-
Jones Financial Companies Lllp17.4MShares$4.43 Billion4.4% of portfolio
-
Bank Of America Corp Charlotte, NC16.6MShares$4.2 Billion0.37% of portfolio
-
Creative Planning Overland Park, KS8.09MShares$2.05 Billion2.08% of portfolio
-
Morgan Stanley New York, NY7.67MShares$1.95 Billion0.15% of portfolio