Keeler & Nadler Financial Planning & Wealth Management Vanguard Mid Cap ETF Transaction History

Keeler & Nadler Financial Planning & Wealth Management

$182 Billion
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Oct 03, 2024	SELL	$234.99 - $248.98 $193,161 - $204,661	-822 Closed	0 $0
Q1 2024 Oct 03, 2024	BUY	$225.86 - $249.86 $185,656 - $205,384	822 New	822 $205 Million

Others Institutions Holding VO

# of Institutions

2,017

Shares Held

171M

Call Options Held

58.4K

Put Options Held

26K

Wells Fargo & Company San Francisco, CA

23.1M
Shares

$6.06 Billion
1.37% of portfolio
Bank Of America Corp Charlotte, NC

16M
Shares

$4.2 Billion
0.35% of portfolio
Jones Financial Companies Lllp

14M
Shares

$3.68 Billion
3.93% of portfolio
Creative Planning Overland Park, KS

8.27M
Shares

$2.17 Billion
2.14% of portfolio
Morgan Stanley New York, NY

7.31M
Shares

$1.92 Billion
0.14% of portfolio

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

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