Smith & Howard Wealth Management, LLC Vanguard Mid Cap ETF Transaction History
Smith & Howard Wealth Management, LLC
- $323 Million
- Q2 2025
A detailed history of Smith & Howard Wealth Management, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Smith & Howard Wealth Management, LLC holds 43,284 shares of VO stock, worth $12.3 Million. This represents 3.75% of its overall portfolio holdings.
Number of Shares
43,284
Previous 40,976
5.63%
Holding current value
$12.3 Million
Previous $10.6 Million
14.3%
% of portfolio
3.75%
Previous 2.91%
Shares
24 transactions
Others Institutions Holding VO
# of Institutions
2,398Shares Held
204MCall Options Held
69.3KPut Options Held
25.1K-
Wells Fargo & Company San Francisco, CA24MShares$6.79 Billion1.45% of portfolio
-
Jones Financial Companies Lllp18.4MShares$5.2 Billion4.27% of portfolio
-
Bank Of America Corp Charlotte, NC16.6MShares$4.71 Billion0.35% of portfolio
-
Creative Planning Overland Park, KS8.41MShares$2.38 Billion2.03% of portfolio
-
Morgan Stanley New York, NY8.03MShares$2.28 Billion0.15% of portfolio