Total Wealth Planning, LLC Vanguard Mid Cap ETF Transaction History
Total Wealth Planning, LLC
- $812 Million
- Q3 2025
A detailed history of Total Wealth Planning, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Total Wealth Planning, LLC holds 857 shares of VO stock, worth $245,899. This represents 0.03% of its overall portfolio holdings.
Number of Shares
857
Previous 823
4.13%
Holding current value
$245,899
Previous $230,000
9.13%
% of portfolio
0.03%
Previous 0.03%
Shares
4 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