Trace Wealth Advisors, LLC Vanguard Mid Cap ETF Transaction History
Trace Wealth Advisors, LLC
- $134 Billion
- Q3 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 $372,722. This represents 0.29% of its overall portfolio holdings.
Number of Shares
1,299
Previous 1,299
-0.0%
Holding current value
$372,722
Previous $363 Million
4.97%
% of portfolio
0.29%
Previous 0.3%
Shares
1 transactions
Others Institutions Holding VO
# of Institutions
2,507Shares Held
220MCall Options Held
55KPut Options Held
34.5K-
Wells Fargo & Company San Francisco, CA26.2MShares$7.52 Billion1.52% of portfolio
-
Jones Financial Companies Lllp23MShares$6.6 Billion4.64% of portfolio
-
Bank Of America Corp Charlotte, NC17.5MShares$5.01 Billion0.36% of portfolio
-
Creative Planning Overland Park, KS8.33MShares$2.39 Billion1.9% of portfolio
-
Morgan Stanley New York, NY8.23MShares$2.36 Billion0.15% of portfolio