Roi Financial Advisors, LLC Vanguard Mid Cap ETF Transaction History
Roi Financial Advisors, LLC
- $145 Billion
- Q3 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 849 shares of VO stock, worth $227,464. This represents 0.15% of its overall portfolio holdings.
Number of Shares
849
Previous 848
0.12%
Holding current value
$227,464
Previous $205 Million
9.14%
% of portfolio
0.15%
Previous 0.15%
Shares
3 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$5.97 Billion1.35% of portfolio
-
Bank Of America Corp Charlotte, NC16.1MShares$4.31 Billion0.36% of portfolio
-
Jones Financial Companies Lllp14.5MShares$3.88 Billion3.92% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.19 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.37MShares$1.98 Billion0.14% of portfolio