Heirloom Wealth Management Vanguard Mid Cap ETF Transaction History
Heirloom Wealth Management
- $308 Million
- Q3 2024
A detailed history of Heirloom Wealth Management transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Heirloom Wealth Management holds 1,652 shares of VO stock, worth $444,487. This represents 0.14% of its overall portfolio holdings.
Number of Shares
1,652
Previous 1,652
-0.0%
Holding current value
$444,487
Previous $399,000
9.02%
% of portfolio
0.14%
Previous 0.13%
Shares
7 transactions
Others Institutions Holding VO
# of Institutions
2,092Shares Held
173MCall Options Held
57KPut Options Held
93.7K-
Wells Fargo & Company San Francisco, CA22.3MShares$6 Billion1.35% of portfolio
-
Bank Of America Corp Charlotte, NC16.1MShares$4.32 Billion0.36% of portfolio
-
Jones Financial Companies Lllp14.5MShares$3.89 Billion3.92% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.2 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.37MShares$1.98 Billion0.14% of portfolio