New Insight Wealth Advisors Vanguard Mid Cap ETF Transaction History
New Insight Wealth Advisors
- $220 Billion
- Q1 2025
A detailed history of New Insight Wealth Advisors transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, New Insight Wealth Advisors holds 46,631 shares of VO stock, worth $11.8 Million. This represents 5.48% of its overall portfolio holdings.
Number of Shares
46,631
Previous 40,246
15.86%
Holding current value
$11.8 Million
Previous $10.6 Billion
13.45%
% of portfolio
5.48%
Previous 5.32%
Shares
6 transactions
Others Institutions Holding VO
# of Institutions
2,329Shares Held
190MCall Options Held
55.1KPut Options Held
18K-
Wells Fargo & Company San Francisco, CA22.4MShares$5.67 Billion1.37% of portfolio
-
Jones Financial Companies Lllp17.4MShares$4.41 Billion4.4% of portfolio
-
Bank Of America Corp Charlotte, NC16.6MShares$4.19 Billion0.37% of portfolio
-
Creative Planning Overland Park, KS8.09MShares$2.05 Billion2.08% of portfolio
-
Morgan Stanley New York, NY7.67MShares$1.94 Billion0.15% of portfolio