Refined Wealth Management Vanguard Mid Cap ETF Transaction History
Refined Wealth Management
- $133 Million
- Q1 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 19,198 shares of VO stock, worth $4.65 Million. This represents 3.61% of its overall portfolio holdings.
Number of Shares
19,198
Previous 19,016
0.96%
Holding current value
$4.65 Million
Previous $4.42 Million
8.43%
% of portfolio
3.61%
Previous 3.52%
Shares
12 transactions
Others Institutions Holding VO
# of Institutions
1,964Shares Held
167MCall Options Held
224KPut Options Held
206K-
Wells Fargo & Company San Francisco, CA23.6MShares$5.71 Billion1.44% of portfolio
-
Bank Of America Corp Charlotte, NC15.7MShares$3.81 Billion0.37% of portfolio
-
Jones Financial Companies Lllp10.5MShares$2.54 Billion3.57% of portfolio
-
Creative Planning Overland Park, KS8.25MShares$2 Billion2.29% of portfolio
-
Morgan Stanley New York, NY7.2MShares$1.74 Billion0.15% of portfolio