Sterling Financial Planning, Inc. Vanguard Mid Cap ETF Transaction History
Sterling Financial Planning, Inc.
- $240 Million
- Q2 2024
A detailed history of Sterling Financial Planning, Inc. transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Sterling Financial Planning, Inc. holds 1,904 shares of VO stock, worth $499,666. This represents 0.19% of its overall portfolio holdings.
Number of Shares
1,904
Previous 1,933
1.5%
Holding current value
$499,666
Previous $482,000
4.56%
% of portfolio
0.19%
Previous 0.2%
Shares
15 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