Monument Group Wealth Advisors, LLC Vanguard Mid Cap ETF Transaction History
Monument Group Wealth Advisors, LLC
- $183 Billion
- Q4 2025
A detailed history of Monument Group Wealth Advisors, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Monument Group Wealth Advisors, LLC holds 900 shares of VO stock, worth $258,237. This represents 0.14% of its overall portfolio holdings.
Number of Shares
900
Previous 854
5.39%
Holding current value
$258,237
Previous $251 Million
4.13%
% of portfolio
0.14%
Previous 0.15%
Shares
4 transactions
Others Institutions Holding VO
# of Institutions
2,518Shares Held
221MCall Options Held
55KPut Options Held
34.5K-
Wells Fargo & Company San Francisco, CA26.2MShares$7.52 Billion1.52% of portfolio
-
Jones Financial Companies Lllp23MShares$6.6 Billion4.64% of portfolio
-
Bank Of America Corp Charlotte, NC17.5MShares$5.01 Billion0.36% of portfolio
-
Creative Planning Overland Park, KS8.33MShares$2.39 Billion1.9% of portfolio
-
Morgan Stanley New York, NY8.23MShares$2.36 Billion0.15% of portfolio