Stonebridge Financial Planning Group, LLC Vanguard Mid Cap ETF Transaction History
Stonebridge Financial Planning Group, LLC
- $181 Million
- Q1 2024
A detailed history of Stonebridge Financial Planning Group, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Stonebridge Financial Planning Group, LLC holds 2,353 shares of VO stock, worth $572,931. This represents 0.32% of its overall portfolio holdings.
Number of Shares
2,353
Previous 1,647
42.87%
Holding current value
$572,931
Previous $383,000
53.26%
% of portfolio
0.32%
Previous 0.23%
Shares
3 transactions
Others Institutions Holding VO
# of Institutions
1,966Shares Held
167MCall Options Held
224KPut Options Held
206K-
Wells Fargo & Company San Francisco, CA23.6MShares$5.75 Billion1.44% of portfolio
-
Bank Of America Corp Charlotte, NC15.7MShares$3.83 Billion0.37% of portfolio
-
Jones Financial Companies Lllp10.5MShares$2.55 Billion3.57% of portfolio
-
Creative Planning Overland Park, KS8.25MShares$2.01 Billion2.29% of portfolio
-
Morgan Stanley New York, NY7.2MShares$1.75 Billion0.15% of portfolio