Goal Fusion Wealth Management, LLC Vanguard Mid Cap ETF Transaction History
Goal Fusion Wealth Management, LLC
- $214 Million
- Q4 2025
A detailed history of Goal Fusion Wealth Management, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Goal Fusion Wealth Management, LLC holds 11,979 shares of VO stock, worth $3.44 Million. This represents 1.61% of its overall portfolio holdings.
Number of Shares
11,979
Previous 11,577
3.47%
Holding current value
$3.44 Million
Previous $3.4 Million
1.09%
% of portfolio
1.61%
Previous 1.63%
Shares
17 transactions
Others Institutions Holding VO
# of Institutions
2,522Shares Held
221MCall 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