Kwb Wealth Vanguard Mid Cap ETF Transaction History
Kwb Wealth
- $882 Million
- Q3 2025
A detailed history of Kwb Wealth transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Kwb Wealth holds 996 shares of VO stock, worth $291,389. This represents 0.03% of its overall portfolio holdings.
Number of Shares
996
Previous 1,262
21.08%
Holding current value
$291,389
Previous $353,000
17.28%
% of portfolio
0.03%
Previous 0.04%
Shares
10 transactions
Others Institutions Holding VO
# of Institutions
2,434Shares Held
211MCall Options Held
71.5KPut Options Held
24.9K-
Wells Fargo & Company San Francisco, CA24.8MShares$7.25 Billion1.48% of portfolio
-
Jones Financial Companies Lllp21MShares$6.14 Billion4.48% of portfolio
-
Bank Of America Corp Charlotte, NC17.3MShares$5.05 Billion0.36% of portfolio
-
Creative Planning Overland Park, KS8.41MShares$2.46 Billion2.03% of portfolio
-
Morgan Stanley New York, NY8.04MShares$2.35 Billion0.15% of portfolio