9258 Wealth Management, LLC Vanguard Mid Cap Growth Index Transaction History
9258 Wealth Management, LLC
- $664 Million
- Q3 2024
A detailed history of 9258 Wealth Management, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 1,193 shares of VOT stock, worth $290,781. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,193
Previous 1,532
22.13%
Holding current value
$290,781
Previous $351,000
17.38%
% of portfolio
0.04%
Previous 0.05%
Shares
10 transactions
Others Institutions Holding VOT
# of Institutions
1,058Shares Held
43MCall Options Held
16.8KPut Options Held
2.7K-
Axiom Advisory, LLC San Diego, CA3.1MShares$756 Million6.91% of portfolio
-
Royal Bank Of Canada Toronto, A62.87MShares$701 Million0.15% of portfolio
-
Morgan Stanley New York, NY2.72MShares$662 Million0.05% of portfolio
-
Assetmark, Inc2.29MShares$558 Million1.59% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX1.86MShares$452 Million0.34% of portfolio