Strategic Financial Planning, Inc. Vanguard Mid Cap ETF Transaction History
Strategic Financial Planning, Inc.
- $134 Million
- Q1 2024
A detailed history of Strategic Financial Planning, Inc. transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Strategic Financial Planning, Inc. holds 975 shares of VO stock, worth $235,521. This represents 0.18% of its overall portfolio holdings.
Number of Shares
975
Previous 975
-0.0%
Holding current value
$235,521
Previous $226,000
7.52%
% of portfolio
0.18%
Previous 0.18%
Shares
1 transactions
Others Institutions Holding VO
# of Institutions
1,960Shares Held
167MCall Options Held
224KPut Options Held
206K-
Wells Fargo & Company San Francisco, CA23.6MShares$5.7 Billion1.44% of portfolio
-
Bank Of America Corp Charlotte, NC15.7MShares$3.8 Billion0.37% of portfolio
-
Jones Financial Companies Lllp10.5MShares$2.53 Billion3.57% of portfolio
-
Creative Planning Overland Park, KS8.25MShares$1.99 Billion2.29% of portfolio
-
Morgan Stanley New York, NY7.2MShares$1.74 Billion0.15% of portfolio