True Wealth Financial Partners Vanguard Mid Cap ETF Transaction History
True Wealth Financial Partners
- $153 Million
- Q2 2024
A detailed history of True Wealth Financial Partners transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, True Wealth Financial Partners holds 61,329 shares of VO stock, worth $16.1 Million. This represents 9.7% of its overall portfolio holdings.
Number of Shares
61,329
Previous 57,392
6.86%
Holding current value
$16.1 Million
Previous $14.3 Million
3.54%
% of portfolio
9.7%
Previous 10.06%
Shares
11 transactions
Others Institutions Holding VO
# of Institutions
2,017Shares Held
171MCall Options Held
58.4KPut Options Held
26K-
Wells Fargo & Company San Francisco, CA23.1MShares$6.06 Billion1.37% of portfolio
-
Bank Of America Corp Charlotte, NC16MShares$4.2 Billion0.35% of portfolio
-
Jones Financial Companies Lllp14MShares$3.68 Billion3.93% of portfolio
-
Creative Planning Overland Park, KS8.27MShares$2.17 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.31MShares$1.92 Billion0.14% of portfolio