Marshall & Sterling Wealth Advisors Inc. Vanguard Mid Cap ETF Transaction History
Marshall & Sterling Wealth Advisors Inc.
- $148 Billion
- Q2 2025
A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 13,687 shares of VO stock, worth $4 Million. This represents 2.58% of its overall portfolio holdings.
Number of Shares
13,687
Previous 13,403
2.12%
Holding current value
$4 Million
Previous $3.47 Billion
9.96%
% of portfolio
2.58%
Previous 2.36%
Shares
3 transactions
Others Institutions Holding VO
# of Institutions
2,451Shares Held
212MCall 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