Monograph Wealth Advisors, LLC Vanguard Mid Cap ETF Transaction History
Monograph Wealth Advisors, LLC
- $656 Million
- Q2 2024
A detailed history of Monograph Wealth Advisors, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Monograph Wealth Advisors, LLC holds 6,974 shares of VO stock, worth $1.84 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
6,974
Previous 4,427
57.53%
Holding current value
$1.84 Million
Previous $1.11 Million
52.62%
% of portfolio
0.26%
Previous 0.17%
Shares
2 transactions
Others Institutions Holding VO
# of Institutions
2,018Shares Held
171MCall Options Held
58.4KPut Options Held
26K-
Wells Fargo & Company San Francisco, CA23.1MShares$6.09 Billion1.37% of portfolio
-
Bank Of America Corp Charlotte, NC16MShares$4.22 Billion0.35% of portfolio
-
Jones Financial Companies Lllp14MShares$3.7 Billion3.93% of portfolio
-
Creative Planning Overland Park, KS8.27MShares$2.18 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.31MShares$1.93 Billion0.14% of portfolio