Palo Alto Wealth Advisors, LLC Vanguard Extended Market ETF Transaction History
Palo Alto Wealth Advisors, LLC
- $285 Billion
- Q4 2024
A detailed history of Palo Alto Wealth Advisors, LLC transactions in Vanguard Extended Market ETF stock. As of the latest transaction made, Palo Alto Wealth Advisors, LLC holds 1,842 shares of VXF stock, worth $329,607. This represents 0.12% of its overall portfolio holdings.
Number of Shares
1,842
Previous 2,348
21.55%
Holding current value
$329,607
Previous $436 Million
19.76%
% of portfolio
0.12%
Previous 0.18%
Shares
9 transactions
Others Institutions Holding VXF
# of Institutions
976Shares Held
45.1MCall Options Held
21.5KPut Options Held
3.2K-
Morgan Stanley New York, NY3.37MShares$603 Million0.05% of portfolio
-
Envestnet Asset Management Inc2.94MShares$525 Million0.18% of portfolio
-
Bank Of America Corp Charlotte, NC1.61MShares$288 Million0.03% of portfolio
-
Fifth Third Bancorp1.16MShares$208 Million0.81% of portfolio
-
Assetmark, Inc1.16MShares$207 Million0.6% of portfolio