Trace Wealth Advisors, LLC Vanguard Mid Cap ETF Transaction History
Trace Wealth Advisors, LLC
- $112 Billion
- Q1 2025
A detailed history of Trace Wealth Advisors, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Trace Wealth Advisors, LLC holds 1,299 shares of VO stock, worth $350,937. This represents 0.3% of its overall portfolio holdings.
Number of Shares
1,299
Previous 1,299
-0.0%
Holding current value
$350,937
Previous $343 Million
2.09%
% of portfolio
0.3%
Previous 0.31%
Shares
1 transactions
Others Institutions Holding VO
# of Institutions
2,350Shares Held
196MCall Options Held
69.3KPut Options Held
25.1K-
Wells Fargo & Company San Francisco, CA24MShares$6.47 Billion1.45% of portfolio
-
Jones Financial Companies Lllp18.4MShares$4.96 Billion4.27% of portfolio
-
Bank Of America Corp Charlotte, NC16.6MShares$4.49 Billion0.35% of portfolio
-
Creative Planning Overland Park, KS8.21MShares$2.22 Billion2.0% of portfolio
-
Morgan Stanley New York, NY8.03MShares$2.17 Billion0.15% of portfolio