Northwest Quadrant Wealth Management, LLC Vanguard Mid Cap ETF Transaction History
Northwest Quadrant Wealth Management, LLC
- $434 Million
- Q3 2024
A detailed history of Northwest Quadrant Wealth Management, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Northwest Quadrant Wealth Management, LLC holds 225,847 shares of VO stock, worth $60.5 Million. This represents 13.74% of its overall portfolio holdings.
Number of Shares
225,847
Previous 224,880
0.43%
Holding current value
$60.5 Million
Previous $54.4 Million
9.44%
% of portfolio
13.74%
Previous 13.4%
Shares
30 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$5.97 Billion1.35% of portfolio
-
Bank Of America Corp Charlotte, NC16.1MShares$4.31 Billion0.36% of portfolio
-
Jones Financial Companies Lllp14.5MShares$3.88 Billion3.92% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.19 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.37MShares$1.98 Billion0.14% of portfolio