Phillips Financial Management, LLC Vanguard Mid Cap ETF Transaction History
Phillips Financial Management, LLC
- $1.22 Billion
- Q4 2024
A detailed history of Phillips Financial Management, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Phillips Financial Management, LLC holds 104,300 shares of VO stock, worth $26.8 Million. This represents 2.25% of its overall portfolio holdings.
Number of Shares
104,300
Previous 106,230
1.82%
Holding current value
$26.8 Million
Previous $28 Million
1.71%
% of portfolio
2.25%
Previous 2.23%
Shares
31 transactions
Others Institutions Holding VO
# of Institutions
2,302Shares 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$4.49 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