Unique Wealth, LLC Vanguard Mid Cap ETF Transaction History

Unique Wealth, LLC

$354 Billion
Q1 2024

A detailed history of Unique Wealth, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Unique Wealth, LLC holds 1,220 shares of VO stock, worth $294,703. This represents 0.09% of its overall portfolio holdings.

Number of Shares

1,220

Holding current value

$294,703

% of portfolio

0.09%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 11, 2024	BUY	$225.86 - $249.86 $275,549 - $304,829	1,220 New	1,220 $305 Million
Q4 2022 Jan 25, 2023	BUY	$199.06 - $217.26 $255,393 - $278,744	1,283 New	1,283 $261 Million

Others Institutions Holding VO

# of Institutions

1,960

Shares Held

167M

Call Options Held

224K

Put Options Held

206K

Wells Fargo & Company San Francisco, CA

23.6M
Shares

$5.7 Billion
1.44% of portfolio
Bank Of America Corp Charlotte, NC

15.7M
Shares

$3.8 Billion
0.37% of portfolio
Jones Financial Companies Lllp

10.5M
Shares

$2.53 Billion
3.57% of portfolio
Creative Planning Overland Park, KS

8.25M
Shares

$1.99 Billion
2.29% of portfolio
Morgan Stanley New York, NY

7.2M
Shares

$1.74 Billion
0.15% of portfolio

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

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