Wealthspan Partners, LLC Vanguard Mid Cap ETF Transaction History
Wealthspan Partners, LLC
- $198 Million
- Q3 2024
A detailed history of Wealthspan Partners, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Wealthspan Partners, LLC holds 12,453 shares of VO stock, worth $3.43 Million. This represents 1.66% of its overall portfolio holdings.
Number of Shares
12,453
Previous 12,590
1.09%
Holding current value
$3.43 Million
Previous $3.05 Million
7.78%
% of portfolio
1.66%
Previous 1.71%
Shares
12 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$6.14 Billion1.35% of portfolio
-
Bank Of America Corp Charlotte, NC16.1MShares$4.43 Billion0.36% of portfolio
-
Jones Financial Companies Lllp14.5MShares$3.99 Billion3.92% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.25 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.37MShares$2.03 Billion0.14% of portfolio