Refined Wealth Management Vanguard Mid Cap ETF Transaction History
Refined Wealth Management
- $122 Million
- Q1 2025
A detailed history of Refined Wealth Management transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Refined Wealth Management holds 13,000 shares of VO stock, worth $3.51 Million. This represents 2.74% of its overall portfolio holdings.
Number of Shares
13,000
Previous 20,472
36.5%
Holding current value
$3.51 Million
Previous $5.41 Million
37.82%
% of portfolio
2.74%
Previous 4.11%
Shares
16 transactions
Others Institutions Holding VO
# of Institutions
2,350Shares Held
196MCall Options Held
69.3KPut Options Held
25.1K-
Wells Fargo & Company San Francisco, CA24MShares$6.46 Billion1.45% of portfolio
-
Jones Financial Companies Lllp18.4MShares$4.95 Billion4.27% of portfolio
-
Bank Of America Corp Charlotte, NC16.6MShares$4.48 Billion0.35% of portfolio
-
Creative Planning Overland Park, KS8.21MShares$2.22 Billion2.0% of portfolio
-
Morgan Stanley New York, NY8.03MShares$2.17 Billion0.15% of portfolio