Peninsula Wealth, LLC Vanguard Mid Cap ETF Transaction History
Peninsula Wealth, LLC
- $581 Million
- Q4 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 13,557 shares of VO stock, worth $3.69 Million. This represents 0.62% of its overall portfolio holdings.
Number of Shares
13,557
Previous 13,499
0.43%
Holding current value
$3.69 Million
Previous $3.56 Million
0.53%
% of portfolio
0.62%
Previous 0.64%
Shares
4 transactions
Others Institutions Holding VO
# of Institutions
2,352Shares Held
196MCall Options Held
69.3KPut Options Held
25.1K-
Wells Fargo & Company San Francisco, CA24MShares$6.53 Billion1.45% of portfolio
-
Jones Financial Companies Lllp18.4MShares$5 Billion4.27% of portfolio
-
Bank Of America Corp Charlotte, NC16.6MShares$4.53 Billion0.35% of portfolio
-
Creative Planning Overland Park, KS8.21MShares$2.24 Billion2.0% of portfolio
-
Morgan Stanley New York, NY8.03MShares$2.19 Billion0.15% of portfolio