Avaii Wealth Management, LLC Vanguard Mid Cap ETF Transaction History
Avaii Wealth Management, LLC
- $178 Million
- Q3 2024
A detailed history of Avaii Wealth Management, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Avaii Wealth Management, LLC holds 1,346 shares of VO stock, worth $359,126. This represents 0.2% of its overall portfolio holdings.
Number of Shares
1,346
Previous 1,352
0.44%
Holding current value
$359,126
Previous $327,000
8.56%
% of portfolio
0.2%
Previous 0.18%
Shares
6 transactions
Others Institutions Holding VO
# of Institutions
2,092Shares Held
173MCall Options Held
57KPut Options Held
93.7K-
Wells Fargo & Company San Francisco, CA22.3MShares$5.95 Billion1.35% of portfolio
-
Bank Of America Corp Charlotte, NC16.1MShares$4.29 Billion0.36% of portfolio
-
Jones Financial Companies Lllp14.5MShares$3.86 Billion3.92% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.18 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.37MShares$1.97 Billion0.14% of portfolio