Gutierrez Wealth Advisory, LLC Vanguard Mid Cap ETF Transaction History
Gutierrez Wealth Advisory, LLC
- $156 Billion
- Q3 2025
A detailed history of Gutierrez Wealth Advisory, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Gutierrez Wealth Advisory, LLC holds 762 shares of VO stock, worth $218,640. This represents 0.14% of its overall portfolio holdings.
Number of Shares
762
Previous 760
0.26%
Holding current value
$218,640
Previous $213 Million
5.37%
% of portfolio
0.14%
Previous 0.14%
Shares
3 transactions
Others Institutions Holding VO
# of Institutions
2,507Shares Held
220MCall 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