Spring Vest Wealth Management LLC Vanguard Mid Cap ETF Transaction History
Spring Vest Wealth Management LLC
- $123 Billion
- Q2 2025
A detailed history of Spring Vest Wealth Management LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Spring Vest Wealth Management LLC holds 2,179 shares of VO stock, worth $617,833. This represents 0.5% of its overall portfolio holdings.
Number of Shares
2,179
Previous 2,118
2.88%
Holding current value
$617,833
Previous $548 Million
11.74%
% of portfolio
0.5%
Previous 0.45%
Shares
3 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