Sightline Wealth Advisors, LLC Vanguard Mid Cap ETF Transaction History
Sightline Wealth Advisors, LLC
- $190 Million
- Q1 2025
A detailed history of Sightline Wealth Advisors, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Sightline Wealth Advisors, LLC holds 2,600 shares of VO stock, worth $657,982. This represents 0.35% of its overall portfolio holdings.
Number of Shares
2,600
Previous 2,917
10.87%
Holding current value
$657,982
Previous $770,000
12.73%
% of portfolio
0.35%
Previous 0.42%
Shares
18 transactions
Others Institutions Holding VO
# of Institutions
2,328Shares Held
190MCall Options Held
55.1KPut Options Held
18K-
Wells Fargo & Company San Francisco, CA22.4MShares$5.67 Billion1.37% of portfolio
-
Jones Financial Companies Lllp17.4MShares$4.41 Billion4.4% of portfolio
-
Bank Of America Corp Charlotte, NC16.6MShares$4.19 Billion0.37% of portfolio
-
Creative Planning Overland Park, KS8.09MShares$2.05 Billion2.08% of portfolio
-
Morgan Stanley New York, NY7.67MShares$1.94 Billion0.15% of portfolio