Wheelhouse Advisory Group LLC Vanguard Mid Cap ETF Transaction History
Wheelhouse Advisory Group LLC
- $168 Billion
- Q4 2024
A detailed history of Wheelhouse Advisory Group LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Wheelhouse Advisory Group LLC holds 35,164 shares of VO stock, worth $9.75 Million. This represents 5.51% of its overall portfolio holdings.
Number of Shares
35,164
Previous 33,501
4.96%
Holding current value
$9.75 Million
Previous $8.84 Billion
5.08%
% of portfolio
5.51%
Previous 5.69%
Shares
5 transactions
Others Institutions Holding VO
# of Institutions
2,120Shares Held
174MCall Options Held
57KPut Options Held
93.7K-
Wells Fargo & Company San Francisco, CA22.3MShares$6.18 Billion1.35% of portfolio
-
Bank Of America Corp Charlotte, NC16.1MShares$4.46 Billion0.36% of portfolio
-
Jones Financial Companies Lllp14.5MShares$4.01 Billion3.92% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.27 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.37MShares$2.04 Billion0.14% of portfolio