Values Added Financial LLC Vanguard Mid Cap ETF Transaction History
Values Added Financial LLC
- $128 Billion
- Q1 2024
A detailed history of Values Added Financial LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Values Added Financial LLC holds 1,755 shares of VO stock, worth $424,130. This represents 0.34% of its overall portfolio holdings.
Number of Shares
1,755
Previous 1,755
-0.0%
Holding current value
$424,130
Previous $408 Million
7.4%
% of portfolio
0.34%
Previous 0.33%
Shares
3 transactions
Others Institutions Holding VO
# of Institutions
1,961Shares 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