Towerpoint Wealth, LLC Vanguard Mid Cap ETF Transaction History
Towerpoint Wealth, LLC
- $209 Million
- Q3 2024
A detailed history of Towerpoint Wealth, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Towerpoint Wealth, LLC holds 36,229 shares of VO stock, worth $10 Million. This represents 4.57% of its overall portfolio holdings.
Number of Shares
36,229
Previous 34,385
5.36%
Holding current value
$10 Million
Previous $8.32 Million
14.82%
% of portfolio
4.57%
Previous 4.19%
Shares
13 transactions
Others Institutions Holding VO
# of Institutions
2,091Shares Held
173MCall Options Held
57KPut Options Held
93.7K-
Wells Fargo & Company San Francisco, CA22.3MShares$6.16 Billion1.35% of portfolio
-
Bank Of America Corp Charlotte, NC16.1MShares$4.44 Billion0.36% of portfolio
-
Jones Financial Companies Lllp14.5MShares$4 Billion3.92% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.26 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.37MShares$2.04 Billion0.14% of portfolio