Selective Wealth Management, Inc. Vanguard Mid Cap ETF Transaction History
Selective Wealth Management, Inc.
- $240 Million
- Q1 2025
A detailed history of Selective Wealth Management, Inc. transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Selective Wealth Management, Inc. holds 2,538 shares of VO stock, worth $652,570. This represents 0.27% of its overall portfolio holdings.
Number of Shares
2,538
Previous 2,788
8.97%
Holding current value
$652,570
Previous $736,000
11.41%
% of portfolio
0.27%
Previous 0.3%
Shares
13 transactions
Others Institutions Holding VO
# of Institutions
2,312Shares Held
189MCall Options Held
55.1KPut Options Held
18K-
Wells Fargo & Company San Francisco, CA22.4MShares$5.76 Billion1.37% of portfolio
-
Jones Financial Companies Lllp17.4MShares$4.48 Billion4.4% of portfolio
-
Bank Of America Corp Charlotte, NC16.6MShares$4.26 Billion0.37% of portfolio
-
Creative Planning Overland Park, KS8.09MShares$2.08 Billion2.08% of portfolio
-
Morgan Stanley New York, NY7.67MShares$1.97 Billion0.15% of portfolio