Vertex Planning Partners, LLC Vanguard Mid Cap ETF Transaction History
Vertex Planning Partners, LLC
- $418 Billion
- Q3 2024
A detailed history of Vertex Planning Partners, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 1,560 shares of VO stock, worth $412,292. This represents 0.1% of its overall portfolio holdings.
Number of Shares
1,560
Previous 1,560
-0.0%
Holding current value
$412,292
Previous $378 Million
8.98%
% of portfolio
0.1%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding VO
# of Institutions
2,092Shares Held
173MCall Options Held
57KPut Options Held
93.7K-
Wells Fargo & Company San Francisco, CA22.3MShares$5.89 Billion1.35% of portfolio
-
Bank Of America Corp Charlotte, NC16.1MShares$4.25 Billion0.36% of portfolio
-
Jones Financial Companies Lllp14.5MShares$3.83 Billion3.92% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.16 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.37MShares$1.95 Billion0.14% of portfolio