Refined Wealth Management Vanguard Mid Cap ETF Transaction History
Refined Wealth Management
- $129 Million
- Q3 2024
A detailed history of Refined Wealth Management transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Refined Wealth Management holds 20,612 shares of VO stock, worth $5.41 Million. This represents 4.2% of its overall portfolio holdings.
Number of Shares
20,612
Previous 19,946
3.34%
Holding current value
$5.41 Million
Previous $4.83 Million
12.63%
% of portfolio
4.2%
Previous 3.76%
Shares
14 transactions
Others Institutions Holding VO
# of Institutions
2,041Shares Held
172MCall Options Held
62.2KPut Options Held
110K-
Wells Fargo & Company San Francisco, CA23.1MShares$6.06 Billion1.37% of portfolio
-
Bank Of America Corp Charlotte, NC16MShares$4.2 Billion0.35% of portfolio
-
Jones Financial Companies Lllp14MShares$3.69 Billion3.93% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.15 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.31MShares$1.92 Billion0.14% of portfolio