Mittelman Wealth Management Vanguard Mid Cap ETF Transaction History
Mittelman Wealth Management
- $176 Billion
- Q3 2024
A detailed history of Mittelman Wealth Management transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Mittelman Wealth Management holds 14,573 shares of VO stock, worth $3.9 Million. This represents 2.18% of its overall portfolio holdings.
Number of Shares
14,573
Previous 8,876
64.18%
Holding current value
$3.9 Million
Previous $2.15 Billion
78.92%
% of portfolio
2.18%
Previous 1.39%
Shares
3 transactions
Others Institutions Holding VO
# of Institutions
2,092Shares Held
173MCall Options Held
57KPut Options Held
93.7K-
Wells Fargo & Company San Francisco, CA22.3MShares$5.97 Billion1.35% of portfolio
-
Bank Of America Corp Charlotte, NC16.1MShares$4.31 Billion0.36% of portfolio
-
Jones Financial Companies Lllp14.5MShares$3.88 Billion3.92% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.19 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.37MShares$1.98 Billion0.14% of portfolio