True Wealth Design, LLC Vanguard Mid Cap ETF Transaction History
True Wealth Design, LLC
- $256 Billion
- Q3 2024
A detailed history of True Wealth Design, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, True Wealth Design, LLC holds 25 shares of VO stock, worth $6,876. This represents 0.0% of its overall portfolio holdings.
Number of Shares
25
Previous 25
-0.0%
Holding current value
$6,876
Previous $6.05 Million
8.97%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding VO
# of Institutions
2,238Shares Held
186MCall Options Held
52.1KPut Options Held
9.6K-
Wells Fargo & Company San Francisco, CA22.4MShares$6.16 Billion1.37% of portfolio
-
Jones Financial Companies Lllp17.4MShares$4.8 Billion4.4% of portfolio
-
Bank Of America Corp Charlotte, NC16.1MShares$4.42 Billion0.36% 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