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 $31,491. This represents 0.03% of its overall portfolio holdings.
Number of Shares
120
Previous 163
26.38%
Holding current value
$31,491
Previous $33,000
18.18%
% of portfolio
0.03%
Previous 0.04%
Shares
5 transactions
Others Institutions Holding VO
# of Institutions
2,017Shares Held
171MCall Options Held
58.4KPut Options Held
26K-
Wells Fargo & Company San Francisco, CA23.1MShares$6.06 Billion1.37% of portfolio
-
Bank Of America Corp Charlotte, NC16MShares$4.2 Billion0.35% of portfolio
-
Jones Financial Companies Lllp14MShares$3.68 Billion3.93% of portfolio
-
Creative Planning Overland Park, KS8.27MShares$2.17 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.31MShares$1.92 Billion0.14% of portfolio