Roger Wittlin Investment Advisory, LLC Vanguard Mid Cap ETF Transaction History
Roger Wittlin Investment Advisory, LLC
- $154 Million
- Q2 2024
A detailed history of Roger Wittlin Investment Advisory, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Roger Wittlin Investment Advisory, LLC holds 19,720 shares of VO stock, worth $4.91 Million. This represents 3.1% of its overall portfolio holdings.
Number of Shares
19,720
Previous 20,224
2.49%
Holding current value
$4.91 Million
Previous $5.05 Million
5.52%
% of portfolio
3.1%
Previous 3.56%
Shares
11 transactions
Others Institutions Holding VO
# of Institutions
2,014Shares Held
171MCall Options Held
58.4KPut Options Held
26K-
Wells Fargo & Company San Francisco, CA23.1MShares$5.75 Billion1.37% of portfolio
-
Bank Of America Corp Charlotte, NC16MShares$3.99 Billion0.35% of portfolio
-
Jones Financial Companies Lllp14MShares$3.49 Billion3.93% of portfolio
-
Creative Planning Overland Park, KS8.27MShares$2.06 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.31MShares$1.82 Billion0.14% of portfolio