Sky Oak Wealth, LLC Vanguard Mid Cap ETF Transaction History
Sky Oak Wealth, LLC
- $417 Million
- Q1 2024
A detailed history of Sky Oak Wealth, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 1,162 shares of VO stock, worth $280,437. This represents 0.07% of its overall portfolio holdings.
Number of Shares
1,162
Previous 1,262
7.92%
Holding current value
$280,437
Previous $293,000
1.02%
% of portfolio
0.07%
Previous 0.08%
Shares
9 transactions
Others Institutions Holding VO
# of Institutions
1,959Shares Held
167MCall Options Held
224KPut Options Held
206K-
Wells Fargo & Company San Francisco, CA23.6MShares$5.69 Billion1.44% of portfolio
-
Bank Of America Corp Charlotte, NC15.7MShares$3.79 Billion0.37% of portfolio
-
Jones Financial Companies Lllp10.5MShares$2.53 Billion3.57% of portfolio
-
Creative Planning Overland Park, KS8.25MShares$1.99 Billion2.29% of portfolio
-
Morgan Stanley New York, NY7.2MShares$1.74 Billion0.15% of portfolio