My Wealth Management Inc. Vanguard Mid Cap ETF Transaction History
My Wealth Management Inc.
- $90.6 Million
- Q1 2024
A detailed history of My Wealth Management Inc. transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, My Wealth Management Inc. holds 15,133 shares of VO stock, worth $3.66 Million. This represents 4.17% of its overall portfolio holdings.
Number of Shares
15,133
Previous 22,171
31.74%
Holding current value
$3.66 Million
Previous $5.16 Million
26.68%
% of portfolio
4.17%
Previous 4.85%
Shares
10 transactions
Others Institutions Holding VO
# of Institutions
1,961Shares Held
167MCall Options Held
224KPut Options Held
206K-
Wells Fargo & Company San Francisco, CA23.6MShares$5.7 Billion1.44% of portfolio
-
Bank Of America Corp Charlotte, NC15.7MShares$3.8 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