Stonebridge Financial Planning Group, LLC Vanguard Mid Cap ETF Transaction History
Stonebridge Financial Planning Group, LLC
- $202 Million
- Q3 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 3,685 shares of VO stock, worth $1.05 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
3,685
Previous 3,383
8.93%
Holding current value
$1.05 Million
Previous $819,000
18.68%
% of portfolio
0.48%
Previous 0.43%
Shares
5 transactions
Others Institutions Holding VO
# of Institutions
2,090Shares Held
173MCall Options Held
57KPut Options Held
93.7K-
Wells Fargo & Company San Francisco, CA22.3MShares$6.33 Billion1.35% of portfolio
-
Bank Of America Corp Charlotte, NC16.1MShares$4.56 Billion0.36% of portfolio
-
Jones Financial Companies Lllp14.5MShares$4.11 Billion3.92% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.32 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.37MShares$2.09 Billion0.14% of portfolio