Verity Wealth Advisors Vanguard Mid Cap ETF Transaction History
Verity Wealth Advisors
- $130 Million
- Q1 2024
A detailed history of Verity Wealth Advisors transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Verity Wealth Advisors holds 1,487 shares of VO stock, worth $373,237. This represents 0.28% of its overall portfolio holdings.
Number of Shares
1,487
Previous 1,720
13.55%
Holding current value
$373,237
Previous $400,000
7.25%
% of portfolio
0.28%
Previous 0.34%
Shares
21 transactions
Others Institutions Holding VO
# of Institutions
1,956Shares Held
167MCall Options Held
224KPut Options Held
28.5K-
Wells Fargo & Company San Francisco, CA23.6MShares$5.92 Billion1.44% of portfolio
-
Bank Of America Corp Charlotte, NC15.7MShares$3.95 Billion0.37% of portfolio
-
Jones Financial Companies Lllp10.5MShares$2.63 Billion3.57% of portfolio
-
Creative Planning Overland Park, KS8.25MShares$2.07 Billion2.29% of portfolio
-
Morgan Stanley New York, NY7.2MShares$1.81 Billion0.15% of portfolio