Cherrydale Wealth Management, LLC Vanguard Mid Cap Growth Index Transaction History
Cherrydale Wealth Management, LLC
- $244 Million
- Q3 2024
A detailed history of Cherrydale Wealth Management, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Cherrydale Wealth Management, LLC holds 4,294 shares of VOT stock, worth $1.1 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
4,294
Previous 4,280
0.33%
Holding current value
$1.1 Million
Previous $982,000
6.42%
% of portfolio
0.43%
Previous 0.43%
Shares
5 transactions
Others Institutions Holding VOT
# of Institutions
979Shares Held
38.1MCall Options Held
26.7KPut Options Held
5.6K-
Axiom Advisory, LLC San Diego, CA3.1MShares$794 Million6.91% of portfolio
-
Royal Bank Of Canada Toronto, A62.75MShares$706 Million0.14% of portfolio
-
Morgan Stanley New York, NY2.43MShares$624 Million0.04% of portfolio
-
Assetmark, Inc2.19MShares$560 Million1.53% of portfolio
-
Bank Of America Corp Charlotte, NC1.83MShares$468 Million0.04% of portfolio