Financial Perspectives, Inc Vanguard Mid Cap ETF Transaction History
Financial Perspectives, Inc
- $292 Billion
- Q1 2025
A detailed history of Financial Perspectives, Inc transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Financial Perspectives, Inc holds 231 shares of VO stock, worth $56,763. This represents 0.02% of its overall portfolio holdings.
Number of Shares
231
Previous 364
36.54%
Holding current value
$56,763
Previous $96.2 Million
37.82%
% of portfolio
0.02%
Previous 0.03%
Shares
6 transactions
Others Institutions Holding VO
# of Institutions
2,320Shares Held
189MCall Options Held
55.1KPut Options Held
18K-
Wells Fargo & Company San Francisco, CA22.4MShares$5.5 Billion1.37% of portfolio
-
Jones Financial Companies Lllp17.4MShares$4.29 Billion4.4% of portfolio
-
Bank Of America Corp Charlotte, NC16.6MShares$4.07 Billion0.37% of portfolio
-
Creative Planning Overland Park, KS8.09MShares$1.99 Billion2.08% of portfolio
-
Morgan Stanley New York, NY7.67MShares$1.89 Billion0.15% of portfolio