Us Financial Advisors, LLC Vanguard Mid Cap ETF Transaction History
Us Financial Advisors, LLC
- $289 Million
- Q1 2024
A detailed history of Us Financial Advisors, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Us Financial Advisors, LLC holds 49,254 shares of VO stock, worth $11.9 Million. This represents 4.26% of its overall portfolio holdings.
Number of Shares
49,254
Previous 48,255
2.07%
Holding current value
$11.9 Million
Previous $11.2 Million
9.62%
% of portfolio
4.26%
Previous 4.18%
Shares
14 transactions
Others Institutions Holding VO
# of Institutions
1,960Shares Held
167MCall Options Held
224KPut Options Held
206K-
Wells Fargo & Company San Francisco, CA23.6MShares$5.7 Billion1.44% of portfolio
-
Bank Of America Corp Charlotte, NC15.7MShares$3.8 Billion0.37% of portfolio
-
Jones Financial Companies Lllp10.5MShares$2.53 Billion3.57% of portfolio
-
Creative Planning Overland Park, KS8.25MShares$1.99 Billion2.29% of portfolio
-
Morgan Stanley New York, NY7.2MShares$1.74 Billion0.15% of portfolio