Defined Wealth Management, LLC Vanguard Mid Cap ETF Transaction History
Defined Wealth Management, LLC
- $146 Million
- Q4 2024
A detailed history of Defined Wealth Management, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Defined Wealth Management, LLC holds 8,612 shares of VO stock, worth $2.3 Million. This represents 1.56% of its overall portfolio holdings.
Number of Shares
8,612
Previous 8,653
0.47%
Holding current value
$2.3 Million
Previous $2.28 Million
0.35%
% of portfolio
1.56%
Previous 1.54%
Shares
16 transactions
Others Institutions Holding VO
# of Institutions
2,291Shares Held
188MCall Options Held
55.1KPut Options Held
17.1K-
Wells Fargo & Company San Francisco, CA22.4MShares$5.97 Billion1.37% of portfolio
-
Jones Financial Companies Lllp17.4MShares$4.65 Billion4.4% of portfolio
-
Bank Of America Corp Charlotte, NC16.6MShares$4.42 Billion0.37% of portfolio
-
Creative Planning Overland Park, KS8.09MShares$2.16 Billion2.08% of portfolio
-
Morgan Stanley New York, NY7.67MShares$2.05 Billion0.15% of portfolio