Peninsula Wealth, LLC Vanguard Mid Cap ETF Transaction History
Peninsula Wealth, LLC
- $558 Million
- Q3 2024
A detailed history of Peninsula Wealth, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Peninsula Wealth, LLC holds 13,499 shares of VO stock, worth $3.71 Million. This represents 0.64% of its overall portfolio holdings.
Number of Shares
13,499
Previous 13,904
2.91%
Holding current value
$3.71 Million
Previous $3.37 Million
5.79%
% of portfolio
0.64%
Previous 0.65%
Shares
3 transactions
Others Institutions Holding VO
# of Institutions
2,217Shares Held
185MCall Options Held
52.1KPut Options Held
9.6K-
Wells Fargo & Company San Francisco, CA22.3MShares$6.13 Billion1.35% of portfolio
-
Jones Financial Companies Lllp17.4MShares$4.8 Billion4.4% of portfolio
-
Bank Of America Corp Charlotte, NC16.1MShares$4.42 Billion0.36% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.25 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.37MShares$2.03 Billion0.14% of portfolio