Refined Wealth Management Vanguard Mid Cap ETF Transaction History
Refined Wealth Management
- $129 Million
- Q3 2024
A detailed history of Refined Wealth Management transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Refined Wealth Management holds 20,612 shares of VO stock, worth $5.5 Million. This represents 4.2% of its overall portfolio holdings.
Number of Shares
20,612
Previous 19,946
3.34%
Holding current value
$5.5 Million
Previous $4.83 Million
12.63%
% of portfolio
4.2%
Previous 3.76%
Shares
14 transactions
Others Institutions Holding VO
# of Institutions
2,092Shares Held
173MCall Options Held
57KPut Options Held
93.7K-
Wells Fargo & Company San Francisco, CA22.3MShares$5.95 Billion1.35% of portfolio
-
Bank Of America Corp Charlotte, NC16.1MShares$4.29 Billion0.36% of portfolio
-
Jones Financial Companies Lllp14.5MShares$3.86 Billion3.92% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.18 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.37MShares$1.97 Billion0.14% of portfolio