Palo Alto Wealth Advisors, LLC Vanguard Extended Market ETF Transaction History
Palo Alto Wealth Advisors, LLC
- $285 Billion
- Q4 2024
A detailed history of Palo Alto Wealth Advisors, LLC transactions in Vanguard Extended Market ETF stock. As of the latest transaction made, Palo Alto Wealth Advisors, LLC holds 1,842 shares of VXF stock, worth $314,705. This represents 0.12% of its overall portfolio holdings.
Number of Shares
1,842
Previous 2,348
21.55%
Holding current value
$314,705
Previous $436 Million
19.76%
% of portfolio
0.12%
Previous 0.18%
Shares
9 transactions
Others Institutions Holding VXF
# of Institutions
973Shares Held
48MCall Options Held
21.5KPut Options Held
3.2K-
Morgan Stanley New York, NY3.37MShares$576 Million0.05% of portfolio
-
Wealthfront Advisers LLC3.14MShares$537 Million1.55% of portfolio
-
Envestnet Asset Management Inc2.74MShares$467 Million0.16% of portfolio
-
Bank Of America Corp Charlotte, NC1.61MShares$275 Million0.03% of portfolio
-
Fifth Third Bancorp1.2MShares$205 Million0.8% of portfolio