Lee Kelleher Wealth Management Vanguard Mid Cap ETF Transaction History
Lee Kelleher Wealth Management
- $162 Billion
- Q3 2025
A detailed history of Lee Kelleher Wealth Management transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Lee Kelleher Wealth Management holds 3,852 shares of VO stock, worth $1.13 Million. This represents 0.7% of its overall portfolio holdings.
Number of Shares
3,852
Previous 3,949
2.46%
Holding current value
$1.13 Million
Previous $1.11 Billion
2.39%
% of portfolio
0.7%
Previous 0.73%
Shares
2 transactions
Others Institutions Holding VO
# of Institutions
2,449Shares 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