Next Level Wealth Planning, LLC Vanguard Mid Cap ETF Transaction History
Next Level Wealth Planning, LLC
- $156 Billion
- Q2 2025
A detailed history of Next Level Wealth Planning, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Next Level Wealth Planning, LLC holds 56,603 shares of VO stock, worth $16.1 Million. This represents 10.14% of its overall portfolio holdings.
Number of Shares
56,603
Previous 50,953
11.09%
Holding current value
$16.1 Million
Previous $13.2 Billion
20.2%
% of portfolio
10.14%
Previous 9.98%
Shares
3 transactions
Others Institutions Holding VO
# of Institutions
2,392Shares Held
203MCall Options Held
69.3KPut Options Held
25.1K-
Wells Fargo & Company San Francisco, CA24MShares$6.81 Billion1.45% of portfolio
-
Jones Financial Companies Lllp18.4MShares$5.22 Billion4.27% of portfolio
-
Bank Of America Corp Charlotte, NC16.6MShares$4.73 Billion0.35% of portfolio
-
Creative Planning Overland Park, KS8.21MShares$2.34 Billion2.0% of portfolio
-
Morgan Stanley New York, NY8.03MShares$2.28 Billion0.15% of portfolio