Consilio Wealth Advisors, LLC Vanguard Mid Cap ETF Transaction History
Consilio Wealth Advisors, LLC
- $242 Million
- Q3 2024
A detailed history of Consilio Wealth Advisors, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Consilio Wealth Advisors, LLC holds 51,184 shares of VO stock, worth $13.5 Million. This represents 5.58% of its overall portfolio holdings.
Number of Shares
51,184
Previous 51,617
0.84%
Holding current value
$13.5 Million
Previous $12.5 Million
8.06%
% of portfolio
5.58%
Previous 5.61%
Shares
12 transactions
Others Institutions Holding VO
# of Institutions
2,093Shares Held
173MCall Options Held
57KPut Options Held
93.7K-
Wells Fargo & Company San Francisco, CA22.3MShares$5.86 Billion1.35% of portfolio
-
Bank Of America Corp Charlotte, NC16.1MShares$4.22 Billion0.36% of portfolio
-
Jones Financial Companies Lllp14.5MShares$3.8 Billion3.92% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.15 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.37MShares$1.94 Billion0.14% of portfolio