Sightline Wealth Advisors, LLC Vanguard Mid Cap ETF Transaction History
Sightline Wealth Advisors, LLC
- $207 Million
- Q2 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 2,354 shares of VO stock, worth $663,545. This represents 0.32% of its overall portfolio holdings.
Number of Shares
2,354
Previous 2,600
9.46%
Holding current value
$663,545
Previous $672,000
2.08%
% of portfolio
0.32%
Previous 0.35%
Shares
19 transactions
Others Institutions Holding VO
# of Institutions
2,358Shares Held
195MCall Options Held
69.3KPut Options Held
25.1K-
Wells Fargo & Company San Francisco, CA24MShares$6.75 Billion1.45% of portfolio
-
Jones Financial Companies Lllp18.4MShares$5.17 Billion4.27% of portfolio
-
Bank Of America Corp Charlotte, NC16.6MShares$4.69 Billion0.35% of portfolio
-
Creative Planning Overland Park, KS8.21MShares$2.31 Billion2.0% of portfolio
-
Morgan Stanley New York, NY8.03MShares$2.26 Billion0.15% of portfolio