Shira Ridge Wealth Management Vanguard Mid Cap Growth Index Transaction History
Shira Ridge Wealth Management
- $204 Billion
- Q4 2024
A detailed history of Shira Ridge Wealth Management transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Shira Ridge Wealth Management holds 15,248 shares of VOT stock, worth $3.81 Million. This represents 1.89% of its overall portfolio holdings.
Number of Shares
15,248
Previous 14,215
7.27%
Holding current value
$3.81 Million
Previous $3.46 Billion
11.8%
% of portfolio
1.89%
Previous 1.76%
Shares
9 transactions
Others Institutions Holding VOT
# of Institutions
1,056Shares Held
43MCall Options Held
16.8KPut Options Held
2.7K-
Axiom Advisory, LLC San Diego, CA3.1MShares$775 Million6.91% of portfolio
-
Royal Bank Of Canada Toronto, A62.87MShares$719 Million0.15% of portfolio
-
Morgan Stanley New York, NY2.72MShares$679 Million0.05% of portfolio
-
Assetmark, Inc2.29MShares$572 Million1.59% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX1.86MShares$464 Million0.34% of portfolio