Monterey Private Wealth, Inc. Vanguard Mid Cap ETF Transaction History
Monterey Private Wealth, Inc.
- $267 Million
- Q2 2024
A detailed history of Monterey Private Wealth, Inc. transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Monterey Private Wealth, Inc. holds 2,989 shares of VO stock, worth $753,048. This represents 0.27% of its overall portfolio holdings.
Number of Shares
2,989
Previous 3,146
4.99%
Holding current value
$753,048
Previous $786,000
8.02%
% of portfolio
0.27%
Previous 0.32%
Shares
15 transactions
Others Institutions Holding VO
# of Institutions
2,014Shares Held
171MCall Options Held
58.4KPut Options Held
26K-
Wells Fargo & Company San Francisco, CA23.1MShares$5.82 Billion1.37% of portfolio
-
Bank Of America Corp Charlotte, NC16MShares$4.03 Billion0.35% of portfolio
-
Jones Financial Companies Lllp14MShares$3.54 Billion3.93% of portfolio
-
Creative Planning Overland Park, KS8.27MShares$2.08 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.31MShares$1.84 Billion0.14% of portfolio