Palo Alto Wealth Advisors, LLC Vanguard Extended Market ETF Transaction History
Palo Alto Wealth Advisors, LLC
- $242 Billion
- Q3 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 2,348 shares of VXF stock, worth $470,140. This represents 0.18% of its overall portfolio holdings.
Number of Shares
2,348
Previous 2,334
0.6%
Holding current value
$470,140
Previous $395 Million
10.34%
% of portfolio
0.18%
Previous 0.27%
Shares
8 transactions
Others Institutions Holding VXF
# of Institutions
885Shares Held
45.2MCall Options Held
17.8KPut Options Held
32.1K-
Morgan Stanley New York, NY3.41MShares$683 Million0.05% of portfolio
-
Wealthfront Advisers LLC3.26MShares$653 Million1.85% of portfolio
-
Envestnet Asset Management Inc3.08MShares$617 Million0.19% of portfolio
-
Bank Of America Corp Charlotte, NC1.62MShares$324 Million0.02% of portfolio
-
Citigroup Inc1.23MShares$247 Million0.13% of portfolio