Trek Financial, LLC Vanguard Mid Cap ETF Transaction History
Trek Financial, LLC
- $1.29 Billion
- Q1 2025
A detailed history of Trek Financial, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Trek Financial, LLC holds 830 shares of VO stock, worth $221,211. This represents 0.02% of its overall portfolio holdings.
Number of Shares
830
Previous 850
2.35%
Holding current value
$221,211
Previous $224,000
4.46%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding VO
# of Institutions
2,350Shares Held
195MCall Options Held
69.3KPut Options Held
25.1K-
Wells Fargo & Company San Francisco, CA24MShares$6.39 Billion1.45% of portfolio
-
Jones Financial Companies Lllp17.9MShares$4.76 Billion1.55% of portfolio
-
Bank Of America Corp Charlotte, NC16.6MShares$4.43 Billion0.35% of portfolio
-
Creative Planning Overland Park, KS8.21MShares$2.19 Billion2.0% of portfolio
-
Morgan Stanley New York, NY8.03MShares$2.14 Billion0.15% of portfolio