Schwallier Wealth Management LLC Vanguard Mid Cap ETF Transaction History
Schwallier Wealth Management LLC
- $160 Billion
- Q3 2025
A detailed history of Schwallier Wealth Management LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Schwallier Wealth Management LLC holds 951 shares of VO stock, worth $272,870. This represents 0.17% of its overall portfolio holdings.
Number of Shares
951Holding current value
$272,870% of portfolio
0.17%Shares
2 transactions
Others Institutions Holding VO
# of Institutions
2,507Shares Held
220MCall Options Held
55KPut Options Held
34.5K-
Wells Fargo & Company San Francisco, CA26.2MShares$7.52 Billion1.52% of portfolio
-
Jones Financial Companies Lllp23MShares$6.6 Billion4.64% of portfolio
-
Bank Of America Corp Charlotte, NC17.5MShares$5.01 Billion0.36% of portfolio
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Creative Planning Overland Park, KS8.33MShares$2.39 Billion1.9% of portfolio
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Morgan Stanley New York, NY8.23MShares$2.36 Billion0.15% of portfolio