Vision Point Advisory Group, LLC Vanguard Mid Cap ETF Transaction History
Vision Point Advisory Group, LLC
- $275 Million
- Q3 2024
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 736 shares of VO stock, worth $203,651. This represents 0.07% of its overall portfolio holdings.
Number of Shares
736
Previous 704
4.55%
Holding current value
$203,651
Previous $170,000
14.12%
% of portfolio
0.07%
Previous 0.06%
Shares
5 transactions
Others Institutions Holding VO
# of Institutions
2,051Shares Held
172MCall Options Held
62.2KPut Options Held
110K-
Wells Fargo & Company San Francisco, CA23.1MShares$6.39 Billion1.37% of portfolio
-
Bank Of America Corp Charlotte, NC16MShares$4.43 Billion0.35% of portfolio
-
Jones Financial Companies Lllp14MShares$3.88 Billion3.93% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.26 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.31MShares$2.02 Billion0.14% of portfolio