Shira Ridge Wealth Management Vanguard Mid Cap ETF Transaction History
Shira Ridge Wealth Management
- $196 Billion
- Q3 2024
A detailed history of Shira Ridge Wealth Management transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Shira Ridge Wealth Management holds 1,792 shares of VO stock, worth $508,766. This represents 0.24% of its overall portfolio holdings.
Number of Shares
1,792
Previous 1,792
-0.0%
Holding current value
$508,766
Previous $434 Million
8.98%
% of portfolio
0.24%
Previous 0.24%
Shares
5 transactions
Others Institutions Holding VO
# of Institutions
2,090Shares Held
173MCall Options Held
57KPut Options Held
93.7K-
Wells Fargo & Company San Francisco, CA22.3MShares$6.33 Billion1.35% of portfolio
-
Bank Of America Corp Charlotte, NC16.1MShares$4.56 Billion0.36% of portfolio
-
Jones Financial Companies Lllp14.5MShares$4.11 Billion3.92% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.32 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.37MShares$2.09 Billion0.14% of portfolio