Marcum Wealth, LLC Vanguard Mid Cap ETF Transaction History
Marcum Wealth, LLC
- $1.14 Billion
- Q1 2025
A detailed history of Marcum Wealth, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Marcum Wealth, LLC holds 16,544 shares of VO stock, worth $4.07 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
16,544
Previous 16,456
0.53%
Holding current value
$4.07 Million
Previous $4.35 Million
2.14%
% of portfolio
0.37%
Previous 0.38%
Shares
22 transactions
Others Institutions Holding VO
# of Institutions
2,318Shares Held
189MCall Options Held
55.1KPut Options Held
18K-
Wells Fargo & Company San Francisco, CA22.4MShares$5.5 Billion1.37% of portfolio
-
Jones Financial Companies Lllp17.4MShares$4.29 Billion4.4% of portfolio
-
Bank Of America Corp Charlotte, NC16.6MShares$4.07 Billion0.37% of portfolio
-
Creative Planning Overland Park, KS8.09MShares$1.99 Billion2.08% of portfolio
-
Morgan Stanley New York, NY7.67MShares$1.89 Billion0.15% of portfolio