Legacy Wealth Management, Inc Vanguard Mid Cap ETF Transaction History

Legacy Wealth Management, Inc

$1.54 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 Apr 22, 2019	SELL	N/A	-16,979 Closed	0 $0
Q4 2018 Feb 06, 2019	BUY	N/A	16,979 New	16,979 $2.35 Million

Others Institutions Holding VO

# of Institutions

2,092

Shares Held

173M

Call Options Held

57K

Put Options Held

93.7K

Wells Fargo & Company San Francisco, CA

22.3M
Shares

$6 Billion
1.35% of portfolio
Bank Of America Corp Charlotte, NC

16.1M
Shares

$4.32 Billion
0.36% of portfolio
Jones Financial Companies Lllp

14.5M
Shares

$3.89 Billion
3.92% of portfolio
Creative Planning Overland Park, KS

8.18M
Shares

$2.2 Billion
2.14% of portfolio
Morgan Stanley New York, NY

7.37M
Shares

$1.98 Billion
0.14% of portfolio

About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

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