Wealthquest Corp Vanguard Mid Cap ETF Transaction History
Wealthquest Corp
- $948 Million
- Q4 2024
A detailed history of Wealthquest Corp transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Wealthquest Corp holds 126,653 shares of VO stock, worth $31.1 Million. This represents 3.53% of its overall portfolio holdings.
Number of Shares
126,653
Previous 123,046
2.93%
Holding current value
$31.1 Million
Previous $32.5 Million
3.05%
% of portfolio
3.53%
Previous 3.62%
Shares
23 transactions
Others Institutions Holding VO
# of Institutions
2,318Shares Held
189MCall Options Held
55.1KPut Options Held
18K-
Wells Fargo & Company San Francisco, CA22.4MShares$5.5 Billion1.37% of portfolio
-
Jones Financial Companies Lllp17.4MShares$4.29 Billion4.4% of portfolio
-
Bank Of America Corp Charlotte, NC16.6MShares$4.07 Billion0.37% of portfolio
-
Creative Planning Overland Park, KS8.09MShares$1.99 Billion2.08% of portfolio
-
Morgan Stanley New York, NY7.67MShares$1.89 Billion0.15% of portfolio