Stonebridge Financial Planning Group, LLC Vanguard Mid Cap ETF Transaction History
Stonebridge Financial Planning Group, LLC
- $215 Million
- Q4 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 4,566 shares of VO stock, worth $1.23 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
4,566
Previous 3,685
23.91%
Holding current value
$1.23 Million
Previous $972,000
24.07%
% of portfolio
0.56%
Previous 0.48%
Shares
6 transactions
Others Institutions Holding VO
# of Institutions
2,286Shares Held
188MCall Options Held
55.1KPut Options Held
17.1K-
Wells Fargo & Company San Francisco, CA22.4MShares$6.06 Billion1.37% of portfolio
-
Jones Financial Companies Lllp17.4MShares$4.72 Billion4.4% of portfolio
-
Bank Of America Corp Charlotte, NC16.6MShares$4.48 Billion0.37% of portfolio
-
Creative Planning Overland Park, KS8.09MShares$2.19 Billion2.08% of portfolio
-
Morgan Stanley New York, NY7.67MShares$2.08 Billion0.15% of portfolio