Waypoint Wealth Counsel Vanguard Mid Cap ETF Transaction History
Waypoint Wealth Counsel
- $159 Billion
- Q1 2025
A detailed history of Waypoint Wealth Counsel transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Waypoint Wealth Counsel holds 6,473 shares of VO stock, worth $1.64 Million. This represents 1.05% of its overall portfolio holdings.
Number of Shares
6,473
Previous 5,767
12.24%
Holding current value
$1.64 Million
Previous $1.52 Billion
9.91%
% of portfolio
1.05%
Previous 0.99%
Shares
10 transactions
Others Institutions Holding VO
# of Institutions
2,328Shares Held
190MCall Options Held
55.1KPut Options Held
18K-
Wells Fargo & Company San Francisco, CA22.4MShares$5.67 Billion1.37% of portfolio
-
Jones Financial Companies Lllp17.4MShares$4.41 Billion4.4% of portfolio
-
Bank Of America Corp Charlotte, NC16.6MShares$4.19 Billion0.37% of portfolio
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Creative Planning Overland Park, KS8.09MShares$2.05 Billion2.08% of portfolio
-
Morgan Stanley New York, NY7.67MShares$1.94 Billion0.15% of portfolio