Pasadena Private Wealth, LLC Vanguard Mid Cap ETF Transaction History
Pasadena Private Wealth, LLC
- $574 Million
- Q3 2025
A detailed history of Pasadena Private Wealth, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Pasadena Private Wealth, LLC holds 689 shares of VO stock, worth $201,573. This represents 0.04% of its overall portfolio holdings.
Number of Shares
689
Previous 848
18.75%
Holding current value
$201,573
Previous $237,000
14.77%
% of portfolio
0.04%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding VO
# of Institutions
2,463Shares Held
212MCall Options Held
71.5KPut Options Held
24.9K-
Wells Fargo & Company San Francisco, CA24.8MShares$7.25 Billion1.48% of portfolio
-
Jones Financial Companies Lllp21MShares$6.14 Billion4.48% of portfolio
-
Bank Of America Corp Charlotte, NC17.3MShares$5.05 Billion0.36% of portfolio
-
Creative Planning Overland Park, KS8.41MShares$2.46 Billion2.03% of portfolio
-
Morgan Stanley New York, NY8.04MShares$2.35 Billion0.15% of portfolio