Ptm Wealth Management, LLC Vanguard Mid Cap ETF Transaction History
Ptm Wealth Management, LLC
- $177 Billion
- Q4 2025
A detailed history of Ptm Wealth Management, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Ptm Wealth Management, LLC holds 1,335 shares of VO stock, worth $383,051. This represents 0.22% of its overall portfolio holdings.
Number of Shares
1,335
Previous 1,114
19.84%
Holding current value
$383,051
Previous $329 Million
20.1%
% of portfolio
0.22%
Previous 0.2%
Shares
3 transactions
Others Institutions Holding VO
# of Institutions
2,514Shares 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