Perigon Wealth Management, LLC Vanguard Mid Cap ETF Transaction History
Perigon Wealth Management, LLC
- $5.25 Billion
- Q4 2025
A detailed history of Perigon Wealth Management, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 21,375 shares of VO stock, worth $6.13 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
21,375
Previous 21,786
1.89%
Holding current value
$6.13 Million
Previous $6.4 Million
4.16%
% of portfolio
0.12%
Previous 0.14%
Shares
35 transactions
Others Institutions Holding VO
# of Institutions
2,530Shares Held
221MCall Options Held
55KPut Options Held
34.5K-
Wells Fargo & Company San Francisco, CA26.2MShares$7.52 Billion1.52% of portfolio
-
Jones Financial Companies Lllp23MShares$6.6 Billion4.64% of portfolio
-
Bank Of America Corp Charlotte, NC17.5MShares$5.01 Billion0.36% of portfolio
-
Creative Planning Overland Park, KS8.33MShares$2.39 Billion1.9% of portfolio
-
Morgan Stanley New York, NY8.23MShares$2.36 Billion0.15% of portfolio