Potentia Wealth Vanguard Mid Cap ETF Transaction History

Potentia Wealth

$225 Billion
Q4 2024

A detailed history of Potentia Wealth transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Potentia Wealth holds 1,400 shares of VO stock, worth $385,056. This represents 0.16% of its overall portfolio holdings.

Number of Shares

1,400

Holding current value

$385,056

% of portfolio

0.16%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 11, 2025	BUY	$261.5 - $284.63 $366,100 - $398,482	1,400 New	1,400 $370 Million

Others Institutions Holding VO

# of Institutions

2,238

Shares Held

186M

Call Options Held

52.1K

Put Options Held

9.6K

Wells Fargo & Company San Francisco, CA

22.3M
Shares

$6.13 Billion
1.35% of portfolio
Jones Financial Companies Lllp

17.4M
Shares

$4.8 Billion
4.4% of portfolio
Bank Of America Corp Charlotte, NC

16.1M
Shares

$4.42 Billion
0.36% of portfolio
Creative Planning Overland Park, KS

8.18M
Shares

$2.25 Billion
2.14% of portfolio
Morgan Stanley New York, NY

7.37M
Shares

$2.03 Billion
0.14% of portfolio

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About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

More about VO

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