Wealth Management Strategies, Inc. Vanguard Mid Cap ETF Transaction History
Wealth Management Strategies, Inc.
- $145 Million
- Q1 2025
A detailed history of Wealth Management Strategies, Inc. transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Wealth Management Strategies, Inc. holds 1,320 shares of VO stock, worth $386,179. This represents 0.23% of its overall portfolio holdings.
Number of Shares
1,320
Previous 1,314
0.46%
Holding current value
$386,179
Previous $347,000
1.73%
% of portfolio
0.23%
Previous 0.27%
Shares
2 transactions
Others Institutions Holding VO
# of Institutions
2,437Shares Held
211MCall 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