Wealth Trust Asset Management, LLC Vanguard Mid Cap ETF Transaction History
Wealth Trust Asset Management, LLC
- $131 Million
- Q1 2024
A detailed history of Wealth Trust Asset Management, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Wealth Trust Asset Management, LLC holds 1,242 shares of VO stock, worth $305,693. This represents 0.24% of its overall portfolio holdings.
Number of Shares
1,242
Previous 1,297
4.24%
Holding current value
$305,693
Previous $301,000
2.99%
% of portfolio
0.24%
Previous 0.25%
Shares
12 transactions
Others Institutions Holding VO
# of Institutions
1,963Shares Held
168MCall Options Held
224KPut Options Held
28.5K-
Wells Fargo & Company San Francisco, CA23.6MShares$5.81 Billion1.44% of portfolio
-
Bank Of America Corp Charlotte, NC15.7MShares$3.87 Billion0.37% of portfolio
-
Jones Financial Companies Lllp10.5MShares$2.58 Billion3.57% of portfolio
-
Creative Planning Overland Park, KS8.25MShares$2.03 Billion2.29% of portfolio
-
Morgan Stanley New York, NY7.2MShares$1.77 Billion0.15% of portfolio