Valtinson Bruner Financial Planning LLC Vanguard Mid Cap ETF Transaction History
Valtinson Bruner Financial Planning LLC
- $239 Million
- Q1 2025
A detailed history of Valtinson Bruner Financial Planning LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Valtinson Bruner Financial Planning LLC holds 10,645 shares of VO stock, worth $2.87 Million. This represents 1.15% of its overall portfolio holdings.
Number of Shares
10,645
Previous 10,453
1.84%
Holding current value
$2.87 Million
Previous $2.76 Million
0.25%
% of portfolio
1.15%
Previous 1.14%
Shares
22 transactions
Others Institutions Holding VO
# of Institutions
2,351Shares Held
196MCall Options Held
69.3KPut Options Held
25.1K-
Wells Fargo & Company San Francisco, CA24MShares$6.46 Billion1.45% of portfolio
-
Jones Financial Companies Lllp18.4MShares$4.95 Billion4.27% of portfolio
-
Bank Of America Corp Charlotte, NC16.6MShares$4.48 Billion0.35% of portfolio
-
Creative Planning Overland Park, KS8.21MShares$2.22 Billion2.0% of portfolio
-
Morgan Stanley New York, NY8.03MShares$2.17 Billion0.15% of portfolio