Lji Wealth Management, LLC Vanguard Mid Cap ETF Transaction History
Lji Wealth Management, LLC
- $387 Billion
- Q1 2024
A detailed history of Lji Wealth Management, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Lji Wealth Management, LLC holds 3,729 shares of VO stock, worth $901,187. This represents 0.24% of its overall portfolio holdings.
Number of Shares
3,729
Previous 3,512
6.18%
Holding current value
$901,187
Previous $817 Million
14.04%
% of portfolio
0.24%
Previous 0.21%
Shares
4 transactions
Others Institutions Holding VO
# of Institutions
1,961Shares Held
167MCall Options Held
224KPut Options Held
206K-
Wells Fargo & Company San Francisco, CA23.6MShares$5.7 Billion1.44% of portfolio
-
Bank Of America Corp Charlotte, NC15.7MShares$3.8 Billion0.37% of portfolio
-
Jones Financial Companies Lllp10.5MShares$2.53 Billion3.57% of portfolio
-
Creative Planning Overland Park, KS8.25MShares$1.99 Billion2.29% of portfolio
-
Morgan Stanley New York, NY7.2MShares$1.74 Billion0.15% of portfolio