Portland Financial Advisors Inc Vanguard Mid Cap ETF Transaction History
Portland Financial Advisors Inc
- $41.7 Billion
- Q2 2025
A detailed history of Portland Financial Advisors Inc transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Portland Financial Advisors Inc holds 7,752 shares of VO stock, worth $2.29 Million. This represents 5.21% of its overall portfolio holdings.
Number of Shares
7,752
Previous 7,636
1.52%
Holding current value
$2.29 Million
Previous $1.97 Billion
9.84%
% of portfolio
5.21%
Previous 5.05%
Shares
3 transactions
Others Institutions Holding VO
# of Institutions
2,430Shares Held
211MCall Options Held
71.5KPut Options Held
24.9K-
Wells Fargo & Company San Francisco, CA24.8MShares$7.31 Billion1.48% of portfolio
-
Jones Financial Companies Lllp21MShares$6.19 Billion4.48% of portfolio
-
Bank Of America Corp Charlotte, NC17.3MShares$5.09 Billion0.36% of portfolio
-
Creative Planning Overland Park, KS8.41MShares$2.48 Billion2.03% of portfolio
-
Morgan Stanley New York, NY8.04MShares$2.37 Billion0.15% of portfolio