Shore Haven Wealth Partners, LLC Vanguard Mid Cap ETF Transaction History
Shore Haven Wealth Partners, LLC
- $203 Million
- Q4 2024
A detailed history of Shore Haven Wealth Partners, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Shore Haven Wealth Partners, LLC holds 807 shares of VO stock, worth $217,462. This represents 0.11% of its overall portfolio holdings.
Number of Shares
807
Previous 807
-0.0%
Holding current value
$217,462
Previous $212,000
0.47%
% of portfolio
0.11%
Previous 0.1%
Shares
1 transactions
Others Institutions Holding VO
# of Institutions
2,291Shares Held
188MCall Options Held
55.1KPut Options Held
17.1K-
Wells Fargo & Company San Francisco, CA22.4MShares$6.03 Billion1.37% of portfolio
-
Jones Financial Companies Lllp17.4MShares$4.7 Billion4.4% of portfolio
-
Bank Of America Corp Charlotte, NC16.6MShares$4.46 Billion0.37% of portfolio
-
Creative Planning Overland Park, KS8.09MShares$2.18 Billion2.08% of portfolio
-
Morgan Stanley New York, NY7.67MShares$2.07 Billion0.15% of portfolio