Trinity Financial Advisors LLC Vanguard Mid Cap ETF Transaction History
Trinity Financial Advisors LLC
- $247 Million
- Q3 2024
A detailed history of Trinity Financial Advisors LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Trinity Financial Advisors LLC holds 11,792 shares of VO stock, worth $3.16 Million. This represents 1.26% of its overall portfolio holdings.
Number of Shares
11,792
Previous 3,488
238.07%
Holding current value
$3.16 Million
Previous $844,000
268.6%
% of portfolio
1.26%
Previous 0.39%
Shares
2 transactions
Others Institutions Holding VO
# of Institutions
2,092Shares Held
173MCall Options Held
57KPut Options Held
93.7K-
Wells Fargo & Company San Francisco, CA22.3MShares$5.97 Billion1.35% of portfolio
-
Bank Of America Corp Charlotte, NC16.1MShares$4.31 Billion0.36% of portfolio
-
Jones Financial Companies Lllp14.5MShares$3.88 Billion3.92% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.19 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.37MShares$1.98 Billion0.14% of portfolio