Peak Retirement Planning, Inc. Vanguard Mid Cap ETF Transaction History
Peak Retirement Planning, Inc.
- $355 Billion
- Q3 2025
A detailed history of Peak Retirement Planning, Inc. transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Peak Retirement Planning, Inc. holds 3,358 shares of VO stock, worth $963,510. This represents 0.28% of its overall portfolio holdings.
Number of Shares
3,358
Previous 2,918
15.08%
Holding current value
$963,510
Previous $817 Million
20.78%
% of portfolio
0.28%
Previous 0.33%
Shares
4 transactions
Others Institutions Holding VO
# of Institutions
2,507Shares Held
220MCall Options Held
55KPut Options Held
34.5K-
Wells Fargo & Company San Francisco, CA26.2MShares$7.52 Billion1.52% of portfolio
-
Jones Financial Companies Lllp23MShares$6.6 Billion4.64% of portfolio
-
Bank Of America Corp Charlotte, NC17.5MShares$5.01 Billion0.36% of portfolio
-
Creative Planning Overland Park, KS8.33MShares$2.39 Billion1.9% of portfolio
-
Morgan Stanley New York, NY8.23MShares$2.36 Billion0.15% of portfolio