M Wealth Management, LLC Vanguard Mid Cap ETF Transaction History
M Wealth Management, LLC
- $108 Billion
- Q2 2025
A detailed history of M Wealth Management, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, M Wealth Management, LLC holds 988 shares of VO stock, worth $288,298. This represents 0.26% of its overall portfolio holdings.
Number of Shares
988
Previous 988
-0.0%
Holding current value
$288,298
Previous $256 Million
8.2%
% of portfolio
0.26%
Previous 0.24%
Shares
2 transactions
Others Institutions Holding VO
# of Institutions
2,426Shares Held
211MCall Options Held
71.5KPut Options Held
24.9K-
Wells Fargo & Company San Francisco, CA24.8MShares$7.23 Billion1.48% of portfolio
-
Jones Financial Companies Lllp21MShares$6.12 Billion4.48% of portfolio
-
Bank Of America Corp Charlotte, NC17.3MShares$5.04 Billion0.36% of portfolio
-
Creative Planning Overland Park, KS8.41MShares$2.45 Billion2.03% of portfolio
-
Morgan Stanley New York, NY8.04MShares$2.35 Billion0.15% of portfolio