Waller Financial Planning Group, Inc Vanguard Mid Cap ETF Transaction History
Waller Financial Planning Group, Inc
- $372 Million
- Q2 2024
A detailed history of Waller Financial Planning Group, Inc transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Waller Financial Planning Group, Inc holds 30,809 shares of VO stock, worth $7.44 Million. This represents 2.0% of its overall portfolio holdings.
Number of Shares
30,809
Previous 31,584
2.45%
Holding current value
$7.44 Million
Previous $7.89 Million
5.49%
% of portfolio
2.0%
Previous 2.1%
Shares
23 transactions
Others Institutions Holding VO
# of Institutions
1,959Shares Held
167MCall Options Held
224KPut Options Held
206K-
Wells Fargo & Company San Francisco, CA23.6MShares$5.69 Billion1.44% of portfolio
-
Bank Of America Corp Charlotte, NC15.7MShares$3.79 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