Sheets Smith Wealth Management Vanguard Mid Cap ETF Transaction History
Sheets Smith Wealth Management
- $856 Million
- Q3 2025
A detailed history of Sheets Smith Wealth Management transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Sheets Smith Wealth Management holds 14,498 shares of VO stock, worth $4.24 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
14,498
Previous 8,666
67.3%
Holding current value
$4.24 Million
Previous $2.43 Million
75.59%
% of portfolio
0.5%
Previous 0.29%
Shares
24 transactions
Others Institutions Holding VO
# of Institutions
2,449Shares Held
211MCall Options Held
71.5KPut Options Held
24.9K-
Wells Fargo & Company San Francisco, CA24.8MShares$7.25 Billion1.48% of portfolio
-
Jones Financial Companies Lllp21MShares$6.14 Billion4.48% of portfolio
-
Bank Of America Corp Charlotte, NC17.3MShares$5.05 Billion0.36% of portfolio
-
Creative Planning Overland Park, KS8.41MShares$2.46 Billion2.03% of portfolio
-
Morgan Stanley New York, NY8.04MShares$2.35 Billion0.15% of portfolio