Roi Financial Advisors, LLC Vanguard Mid Cap ETF Transaction History
Roi Financial Advisors, LLC
- $138 Billion
- Q2 2024
A detailed history of Roi Financial Advisors, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Roi Financial Advisors, LLC holds 848 shares of VO stock, worth $223,676. This represents 0.15% of its overall portfolio holdings.
Number of Shares
848
Previous 848
-0.0%
Holding current value
$223,676
Previous $212 Million
3.22%
% of portfolio
0.15%
Previous 0.17%
Shares
2 transactions
Others Institutions Holding VO
# of Institutions
2,018Shares Held
171MCall Options Held
58.4KPut Options Held
26K-
Wells Fargo & Company San Francisco, CA23.1MShares$6.09 Billion1.37% of portfolio
-
Bank Of America Corp Charlotte, NC16MShares$4.22 Billion0.35% of portfolio
-
Jones Financial Companies Lllp14MShares$3.7 Billion3.93% of portfolio
-
Creative Planning Overland Park, KS8.27MShares$2.18 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.31MShares$1.93 Billion0.14% of portfolio