Waypoint Wealth Counsel Vanguard Mid Cap ETF Transaction History
Waypoint Wealth Counsel
- $149 Billion
- Q3 2024
A detailed history of Waypoint Wealth Counsel transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Waypoint Wealth Counsel holds 5,758 shares of VO stock, worth $1.62 Million. This represents 1.02% of its overall portfolio holdings.
Number of Shares
5,758
Previous 5,748
0.17%
Holding current value
$1.62 Million
Previous $1.39 Billion
9.17%
% of portfolio
1.02%
Previous 1.06%
Shares
8 transactions
Others Institutions Holding VO
# of Institutions
2,089Shares Held
173MCall Options Held
57KPut Options Held
93.7K-
Wells Fargo & Company San Francisco, CA22.3MShares$6.28 Billion1.35% of portfolio
-
Bank Of America Corp Charlotte, NC16.1MShares$4.53 Billion0.36% of portfolio
-
Jones Financial Companies Lllp14.5MShares$4.08 Billion3.92% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.31 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.37MShares$2.08 Billion0.14% of portfolio