Strategic Wealth Investment Group, LLC Vanguard Mid Cap ETF Transaction History
Strategic Wealth Investment Group, LLC
- $876 Million
- Q3 2024
A detailed history of Strategic Wealth Investment Group, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Strategic Wealth Investment Group, LLC holds 1,603 shares of VO stock, worth $423,656. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,603
Previous 2,164
25.92%
Holding current value
$423,656
Previous $523,000
19.31%
% of portfolio
0.05%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding VO
# of Institutions
2,092Shares Held
173MCall Options Held
57KPut Options Held
93.7K-
Wells Fargo & Company San Francisco, CA22.3MShares$5.89 Billion1.35% of portfolio
-
Bank Of America Corp Charlotte, NC16.1MShares$4.25 Billion0.36% of portfolio
-
Jones Financial Companies Lllp14.5MShares$3.83 Billion3.92% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.16 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.37MShares$1.95 Billion0.14% of portfolio