Perigon Wealth Management, LLC Vanguard Mid Cap ETF Transaction History
Perigon Wealth Management, LLC
- $3.67 Billion
- Q3 2024
A detailed history of Perigon Wealth Management, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 19,768 shares of VO stock, worth $5.32 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
19,768
Previous 28,290
30.12%
Holding current value
$5.32 Million
Previous $6.85 Million
23.86%
% of portfolio
0.14%
Previous 0.2%
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$6 Billion1.35% of portfolio
-
Bank Of America Corp Charlotte, NC16.1MShares$4.32 Billion0.36% of portfolio
-
Jones Financial Companies Lllp14.5MShares$3.89 Billion3.92% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.2 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.37MShares$1.98 Billion0.14% of portfolio