Marietta Wealth Management, LLC Vanguard Mid Cap ETF Transaction History
Marietta Wealth Management, LLC
- $591 Million
- Q1 2024
A detailed history of Marietta Wealth Management, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Marietta Wealth Management, LLC holds 69,753 shares of VO stock, worth $16.8 Million. This represents 2.95% of its overall portfolio holdings.
Number of Shares
69,753
Previous 69,317
0.63%
Holding current value
$16.8 Million
Previous $16.1 Million
8.08%
% of portfolio
2.95%
Previous 2.94%
Shares
17 transactions
Others Institutions Holding VO
# of Institutions
1,959Shares Held
167MCall Options Held
224KPut Options Held
206K-
Wells Fargo & Company San Francisco, CA23.6MShares$5.69 Billion1.44% of portfolio
-
Bank Of America Corp Charlotte, NC15.7MShares$3.79 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