Spring Vest Wealth Management LLC Vanguard Mid Cap ETF Transaction History
Spring Vest Wealth Management LLC
- $121 Billion
- Q1 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 2,118 shares of VO stock, worth $572,198. This represents 0.45% of its overall portfolio holdings.
Number of Shares
2,118
Previous 1,836
15.36%
Holding current value
$572,198
Previous $485 Million
12.95%
% of portfolio
0.45%
Previous 0.42%
Shares
2 transactions
Others Institutions Holding VO
# of Institutions
2,351Shares Held
196MCall Options Held
69.3KPut Options Held
25.1K-
Wells Fargo & Company San Francisco, CA24MShares$6.47 Billion1.45% of portfolio
-
Jones Financial Companies Lllp18.4MShares$4.96 Billion4.27% of portfolio
-
Bank Of America Corp Charlotte, NC16.6MShares$4.49 Billion0.35% of portfolio
-
Creative Planning Overland Park, KS8.21MShares$2.22 Billion2.0% of portfolio
-
Morgan Stanley New York, NY8.03MShares$2.17 Billion0.15% of portfolio