Concord Wealth Partners Vanguard Mid Cap ETF Transaction History
Concord Wealth Partners
- $710 Million
- Q3 2025
A detailed history of Concord Wealth Partners transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Concord Wealth Partners holds 303 shares of VO stock, worth $86,939. This represents 0.01% of its overall portfolio holdings.
Number of Shares
303
Previous 365
16.99%
Holding current value
$86,939
Previous $102,000
12.75%
% of portfolio
0.01%
Previous 0.02%
Shares
18 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