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 $2.66 Million. This represents 2.29% of its overall portfolio holdings.
Number of Shares
9,846
Previous 10,120
2.71%
Holding current value
$2.66 Million
Previous $2.67 Billion
4.73%
% of portfolio
2.29%
Previous 2.43%
Shares
2 transactions
Others Institutions Holding VO
# of Institutions
2,352Shares Held
196MCall Options Held
69.3KPut Options Held
25.1K-
Wells Fargo & Company San Francisco, CA24MShares$6.47 Billion1.45% of portfolio
-
Jones Financial Companies Lllp18.4MShares$4.96 Billion4.27% of portfolio
-
Bank Of America Corp Charlotte, NC16.6MShares$4.49 Billion0.35% of portfolio
-
Creative Planning Overland Park, KS8.21MShares$2.22 Billion2.0% of portfolio
-
Morgan Stanley New York, NY8.03MShares$2.17 Billion0.15% of portfolio