Trinity Financial Advisors LLC Vanguard Mid Cap ETF Transaction History
Trinity Financial Advisors LLC
- $258 Million
- Q4 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 22,565 shares of VO stock, worth $6.18 Million. This represents 2.31% of its overall portfolio holdings.
Number of Shares
22,565
Previous 11,792
91.36%
Holding current value
$6.18 Million
Previous $3.11 Million
91.58%
% of portfolio
2.31%
Previous 1.26%
Shares
3 transactions
Others Institutions Holding VO
# of Institutions
2,103Shares Held
173MCall Options Held
57KPut Options Held
93.7K-
Wells Fargo & Company San Francisco, CA22.3MShares$6.1 Billion1.35% of portfolio
-
Bank Of America Corp Charlotte, NC16.1MShares$4.4 Billion0.36% of portfolio
-
Jones Financial Companies Lllp14.5MShares$3.96 Billion3.92% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.24 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.37MShares$2.02 Billion0.14% of portfolio