Trace Wealth Advisors, LLC Vanguard Mid Cap ETF Transaction History
Trace Wealth Advisors, LLC
- $122 Billion
- Q2 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 $383,360. This represents 0.3% of its overall portfolio holdings.
Number of Shares
1,299
Previous 1,299
-0.0%
Holding current value
$383,360
Previous $336 Million
8.2%
% of portfolio
0.3%
Previous 0.3%
Shares
1 transactions
Others Institutions Holding VO
# of Institutions
2,431Shares Held
211MCall Options Held
71.5KPut Options Held
24.9K-
Wells Fargo & Company San Francisco, CA24.8MShares$7.31 Billion1.48% of portfolio
-
Jones Financial Companies Lllp21MShares$6.19 Billion4.48% of portfolio
-
Bank Of America Corp Charlotte, NC17.3MShares$5.09 Billion0.36% of portfolio
-
Creative Planning Overland Park, KS8.41MShares$2.48 Billion2.03% of portfolio
-
Morgan Stanley New York, NY8.04MShares$2.37 Billion0.15% of portfolio