Vertex Planning Partners, LLC Vanguard Mid Cap ETF Transaction History
Vertex Planning Partners, LLC
- $418 Billion
- Q3 2024
A detailed history of Vertex Planning Partners, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 1,560 shares of VO stock, worth $431,043. This represents 0.1% of its overall portfolio holdings.
Number of Shares
1,560
Previous 1,560
-0.0%
Holding current value
$431,043
Previous $378 Million
8.98%
% of portfolio
0.1%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding VO
# of Institutions
2,205Shares Held
185MCall Options Held
52.1KPut Options Held
9.6K-
Wells Fargo & Company San Francisco, CA22.3MShares$6.16 Billion1.35% of portfolio
-
Jones Financial Companies Lllp17.4MShares$4.82 Billion4.4% of portfolio
-
Bank Of America Corp Charlotte, NC16.1MShares$4.44 Billion0.36% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.26 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.37MShares$2.04 Billion0.14% of portfolio