Values Added Financial LLC Vanguard Mid Cap ETF Transaction History
Values Added Financial LLC
- $173 Billion
- Q4 2024
A detailed history of Values Added Financial LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Values Added Financial LLC holds 2,435 shares of VO stock, worth $658,497. This represents 0.37% of its overall portfolio holdings.
Number of Shares
2,435
Previous 1,807
34.75%
Holding current value
$658,497
Previous $477 Million
34.91%
% of portfolio
0.37%
Previous 0.3%
Shares
6 transactions
Others Institutions Holding VO
# of Institutions
2,287Shares Held
188MCall Options Held
55.1KPut Options Held
17.1K-
Wells Fargo & Company San Francisco, CA22.4MShares$6.06 Billion1.37% of portfolio
-
Jones Financial Companies Lllp17.4MShares$4.72 Billion4.4% of portfolio
-
Bank Of America Corp Charlotte, NC16.6MShares$4.48 Billion0.37% of portfolio
-
Creative Planning Overland Park, KS8.09MShares$2.19 Billion2.08% of portfolio
-
Morgan Stanley New York, NY7.67MShares$2.08 Billion0.15% of portfolio