Smallwood Wealth Investment Management, LLC Vanguard Mid Cap ETF Transaction History
Smallwood Wealth Investment Management, LLC
- $152 Million
- Q1 2025
A detailed history of Smallwood Wealth Investment Management, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Smallwood Wealth Investment Management, LLC holds 67 shares of VO stock, worth $16,955. This represents 0.01% of its overall portfolio holdings.
Number of Shares
67Holding current value
$16,955% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding VO
# of Institutions
2,349Shares Held
195MCall Options Held
69.3KPut Options Held
25.1K-
Wells Fargo & Company San Francisco, CA24MShares$6.06 Billion1.45% of portfolio
-
Jones Financial Companies Lllp17.9MShares$4.52 Billion1.55% of portfolio
-
Bank Of America Corp Charlotte, NC16.6MShares$4.21 Billion0.35% of portfolio
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Creative Planning Overland Park, KS8.21MShares$2.08 Billion2.0% of portfolio
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Morgan Stanley New York, NY8.03MShares$2.03 Billion0.15% of portfolio