My Wealth Management Inc. Vanguard Mid Cap ETF Transaction History
My Wealth Management Inc.
- $104 Million
- Q2 2025
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 14,719 shares of VO stock, worth $4.35 Million. This represents 3.95% of its overall portfolio holdings.
Number of Shares
14,719
Previous 15,316
3.9%
Holding current value
$4.35 Million
Previous $3.96 Million
3.96%
% of portfolio
3.95%
Previous 3.83%
Shares
15 transactions
Others Institutions Holding VO
# of Institutions
2,427Shares Held
211MCall Options Held
71.5KPut Options Held
24.9K-
Wells Fargo & Company San Francisco, CA24.8MShares$7.32 Billion1.48% of portfolio
-
Jones Financial Companies Lllp21MShares$6.19 Billion4.48% of portfolio
-
Bank Of America Corp Charlotte, NC17.3MShares$5.09 Billion0.36% of portfolio
-
Creative Planning Overland Park, KS8.41MShares$2.48 Billion2.03% of portfolio
-
Morgan Stanley New York, NY8.04MShares$2.37 Billion0.15% of portfolio