Shira Ridge Wealth Management Vanguard Mid Cap ETF Transaction History
Shira Ridge Wealth Management
- $204 Billion
- Q4 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 $497,369. This represents 0.23% of its overall portfolio holdings.
Number of Shares
1,792
Previous 1,792
-0.0%
Holding current value
$497,369
Previous $473 Million
0.11%
% of portfolio
0.23%
Previous 0.24%
Shares
5 transactions
Others Institutions Holding VO
# of Institutions
2,283Shares Held
188MCall Options Held
55.1KPut Options Held
17.1K-
Wells Fargo & Company San Francisco, CA22.4MShares$6.22 Billion1.37% of portfolio
-
Jones Financial Companies Lllp17.4MShares$4.84 Billion4.4% of portfolio
-
Bank Of America Corp Charlotte, NC16.6MShares$4.6 Billion0.37% of portfolio
-
Creative Planning Overland Park, KS8.09MShares$2.24 Billion2.08% of portfolio
-
Morgan Stanley New York, NY7.67MShares$2.13 Billion0.15% of portfolio