Peninsula Wealth, LLC Vanguard Mid Cap ETF Transaction History
Peninsula Wealth, LLC
- $581 Million
- Q4 2024
A detailed history of Peninsula Wealth, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Peninsula Wealth, LLC holds 13,557 shares of VO stock, worth $3.49 Million. This represents 0.62% of its overall portfolio holdings.
Number of Shares
13,557
Previous 13,499
0.43%
Holding current value
$3.49 Million
Previous $3.56 Million
0.53%
% of portfolio
0.62%
Previous 0.64%
Shares
4 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