High Pines Wealth Management, LLC Vanguard Mid Cap ETF Transaction History
High Pines Wealth Management, LLC
- $65.6 Million
- Q4 2023
A detailed history of High Pines Wealth Management, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, High Pines Wealth Management, LLC holds 24,671 shares of VO stock, worth $6.65 Million. This represents 8.75% of its overall portfolio holdings.
Number of Shares
24,671
Previous 23,671
4.22%
Holding current value
$6.65 Million
Previous $4.93 Million
16.43%
% of portfolio
8.75%
Previous 8.11%
Shares
12 transactions
Others Institutions Holding VO
# of Institutions
2,291Shares Held
188MCall Options Held
55.1KPut Options Held
17.1K-
Wells Fargo & Company San Francisco, CA22.4MShares$6.03 Billion1.37% of portfolio
-
Jones Financial Companies Lllp17.4MShares$4.7 Billion4.4% of portfolio
-
Bank Of America Corp Charlotte, NC16.6MShares$4.46 Billion0.37% of portfolio
-
Creative Planning Overland Park, KS8.09MShares$2.18 Billion2.08% of portfolio
-
Morgan Stanley New York, NY7.67MShares$2.07 Billion0.15% of portfolio