True Wealth Advisors, LLC Vanguard Mid Cap ETF Transaction History
True Wealth Advisors, LLC
- $276 Million
- Q2 2025
A detailed history of True Wealth Advisors, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, True Wealth Advisors, LLC holds 5,034 shares of VO stock, worth $1.43 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
5,034
Previous 5,153
2.31%
Holding current value
$1.43 Million
Previous $1.32 Million
6.34%
% of portfolio
0.51%
Previous 0.52%
Shares
20 transactions
Others Institutions Holding VO
# of Institutions
2,405Shares Held
208MCall Options Held
69.3KPut Options Held
25.1K-
Wells Fargo & Company San Francisco, CA24MShares$6.79 Billion1.45% of portfolio
-
Jones Financial Companies Lllp21MShares$5.95 Billion4.48% of portfolio
-
Bank Of America Corp Charlotte, NC16.6MShares$4.71 Billion0.35% of portfolio
-
Creative Planning Overland Park, KS8.41MShares$2.38 Billion2.03% of portfolio
-
Morgan Stanley New York, NY8.03MShares$2.28 Billion0.15% of portfolio