Vision Point Advisory Group, LLC Vanguard Mid Cap ETF Transaction History
Vision Point Advisory Group, LLC
- $473 Million
- Q3 2025
A detailed history of Vision Point Advisory Group, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Vision Point Advisory Group, LLC holds 867 shares of VO stock, worth $253,649. This represents 0.05% of its overall portfolio holdings.
Number of Shares
867
Previous 931
6.87%
Holding current value
$253,649
Previous $260,000
2.31%
% of portfolio
0.05%
Previous 0.06%
Shares
8 transactions
Others Institutions Holding VO
# of Institutions
2,463Shares Held
212MCall Options Held
71.5KPut Options Held
24.9K-
Wells Fargo & Company San Francisco, CA24.8MShares$7.25 Billion1.48% of portfolio
-
Jones Financial Companies Lllp21MShares$6.14 Billion4.48% of portfolio
-
Bank Of America Corp Charlotte, NC17.3MShares$5.05 Billion0.36% of portfolio
-
Creative Planning Overland Park, KS8.41MShares$2.46 Billion2.03% of portfolio
-
Morgan Stanley New York, NY8.04MShares$2.35 Billion0.15% of portfolio