Towerpoint Wealth, LLC Vanguard Mid Cap ETF Transaction History
Towerpoint Wealth, LLC
- $197 Million
- Q1 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 34,704 shares of VO stock, worth $8.38 Million. This represents 4.39% of its overall portfolio holdings.
Number of Shares
34,704
Previous 33,745
2.84%
Holding current value
$8.38 Million
Previous $7.85 Million
10.46%
% of portfolio
4.39%
Previous 4.31%
Shares
11 transactions
Others Institutions Holding VO
# of Institutions
1,959Shares Held
167MCall Options Held
224KPut Options Held
206K-
Wells Fargo & Company San Francisco, CA23.6MShares$5.69 Billion1.44% of portfolio
-
Bank Of America Corp Charlotte, NC15.7MShares$3.79 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