Valtinson Bruner Financial Planning LLC Vanguard Mid Cap ETF Transaction History
Valtinson Bruner Financial Planning LLC
- $186 Million
- Q2 2024
A detailed history of Valtinson Bruner Financial Planning LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Valtinson Bruner Financial Planning LLC holds 9,432 shares of VO stock, worth $2.51 Million. This represents 1.23% of its overall portfolio holdings.
Number of Shares
9,432
Previous 9,276
1.68%
Holding current value
$2.51 Million
Previous $2.32 Million
1.47%
% of portfolio
1.23%
Previous 1.25%
Shares
19 transactions
Others Institutions Holding VO
# of Institutions
2,034Shares Held
171MCall Options Held
58.4KPut Options Held
110K-
Wells Fargo & Company San Francisco, CA23.1MShares$6.14 Billion1.37% of portfolio
-
Bank Of America Corp Charlotte, NC16MShares$4.26 Billion0.35% of portfolio
-
Jones Financial Companies Lllp14MShares$3.73 Billion3.93% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.18 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.31MShares$1.94 Billion0.14% of portfolio