Geometric Wealth Advisors Vanguard Mid Cap ETF Transaction History
Geometric Wealth Advisors
- $529 Million
- Q4 2024
A detailed history of Geometric Wealth Advisors transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Geometric Wealth Advisors holds 1,020 shares of VO stock, worth $281,203. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,020
Previous 956
6.69%
Holding current value
$281,203
Previous $252,000
6.75%
% of portfolio
0.05%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding VO
# of Institutions
2,281Shares Held
188MCall Options Held
55.1KPut Options Held
17.1K-
Wells Fargo & Company San Francisco, CA22.4MShares$6.17 Billion1.37% of portfolio
-
Jones Financial Companies Lllp17.4MShares$4.81 Billion4.4% of portfolio
-
Bank Of America Corp Charlotte, NC16.6MShares$4.57 Billion0.37% of portfolio
-
Creative Planning Overland Park, KS8.09MShares$2.23 Billion2.08% of portfolio
-
Morgan Stanley New York, NY7.67MShares$2.12 Billion0.15% of portfolio