Palo Alto Wealth Advisors, LLC Vanguard Extended Market ETF Transaction History
Palo Alto Wealth Advisors, LLC
- $145 Billion
- Q2 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 2,334 shares of VXF stock, worth $424,251. This represents 0.27% of its overall portfolio holdings.
Number of Shares
2,334
Previous 2,509
6.97%
Holding current value
$424,251
Previous $440 Million
10.1%
% of portfolio
0.27%
Previous 0.31%
Shares
7 transactions
Others Institutions Holding VXF
# of Institutions
832Shares Held
45MCall Options Held
10.7KPut Options Held
4.3K-
Morgan Stanley New York, NY3.33MShares$606 Million0.04% of portfolio
-
Wealthfront Advisers LLC3.18MShares$578 Million1.81% of portfolio
-
Envestnet Asset Management Inc3.05MShares$554 Million0.18% of portfolio
-
Bank Of America Corp Charlotte, NC1.62MShares$294 Million0.02% of portfolio
-
Fifth Third Bancorp1.46MShares$266 Million0.95% of portfolio