Spartan Planning & Wealth Management Vanguard Mid Cap ETF Transaction History
Spartan Planning & Wealth Management
- $89.6 Million
- Q4 2023
A detailed history of Spartan Planning & Wealth Management transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Spartan Planning & Wealth Management holds 120 shares of VO stock, worth $34,069. This represents 0.03% of its overall portfolio holdings.
Number of Shares
120
Previous 163
26.38%
Holding current value
$34,069
Previous $33,000
18.18%
% of portfolio
0.03%
Previous 0.04%
Shares
5 transactions
Others Institutions Holding VO
# of Institutions
2,090Shares Held
173MCall Options Held
57KPut Options Held
93.7K-
Wells Fargo & Company San Francisco, CA22.3MShares$6.33 Billion1.35% of portfolio
-
Bank Of America Corp Charlotte, NC16.1MShares$4.56 Billion0.36% of portfolio
-
Jones Financial Companies Lllp14.5MShares$4.11 Billion3.92% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.32 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.37MShares$2.09 Billion0.14% of portfolio