Shira Ridge Wealth Management Vanguard Mid Cap ETF Transaction History
Shira Ridge Wealth Management
- $236 Billion
- Q3 2025
A detailed history of Shira Ridge Wealth Management transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Shira Ridge Wealth Management holds 1,772 shares of VO stock, worth $508,439. This represents 0.22% of its overall portfolio holdings.
Number of Shares
1,772
Previous 1,772
-0.0%
Holding current value
$508,439
Previous $496 Million
4.97%
% of portfolio
0.22%
Previous 0.23%
Shares
6 transactions
Others Institutions Holding VO
# of Institutions
2,510Shares 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
-
Creative Planning Overland Park, KS8.33MShares$2.39 Billion1.9% of portfolio
-
Morgan Stanley New York, NY8.23MShares$2.36 Billion0.15% of portfolio