Naviter Wealth, LLC Vanguard Mid Cap ETF Transaction History
Naviter Wealth, LLC
- $710 Million
- Q3 2024
A detailed history of Naviter Wealth, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Naviter Wealth, LLC holds 1,251 shares of VO stock, worth $333,779. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,251
Previous 1,219
2.63%
Holding current value
$333,779
Previous $295,000
11.86%
% of portfolio
0.05%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding VO
# of Institutions
2,092Shares Held
173MCall Options Held
57KPut Options Held
93.7K-
Wells Fargo & Company San Francisco, CA22.3MShares$5.95 Billion1.35% of portfolio
-
Bank Of America Corp Charlotte, NC16.1MShares$4.29 Billion0.36% of portfolio
-
Jones Financial Companies Lllp14.5MShares$3.86 Billion3.92% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.18 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.37MShares$1.97 Billion0.14% of portfolio