Mbm Wealth Consultants, LLC Vanguard Mid Cap ETF Transaction History
Mbm Wealth Consultants, LLC
- $322 Million
- Q4 2024
A detailed history of Mbm Wealth Consultants, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Mbm Wealth Consultants, LLC holds 2,998 shares of VO stock, worth $770,845. This represents 0.25% of its overall portfolio holdings.
Number of Shares
2,998
Previous 3,168
5.37%
Holding current value
$770,845
Previous $835,000
5.27%
% of portfolio
0.25%
Previous 0.27%
Shares
24 transactions
Others Institutions Holding VO
# of Institutions
2,307Shares Held
188MCall Options Held
55.1KPut Options Held
17.1K-
Wells Fargo & Company San Francisco, CA22.4MShares$5.76 Billion1.37% of portfolio
-
Jones Financial Companies Lllp17.4MShares$4.48 Billion4.4% of portfolio
-
Bank Of America Corp Charlotte, NC16.6MShares$4.26 Billion0.37% of portfolio
-
Creative Planning Overland Park, KS8.09MShares$2.08 Billion2.08% of portfolio
-
Morgan Stanley New York, NY7.67MShares$1.97 Billion0.15% of portfolio