Envision Financial Planning, LLC Vanguard Mid Cap Growth Index Transaction History
Envision Financial Planning, LLC
- $131 Billion
- Q2 2024
A detailed history of Envision Financial Planning, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Envision Financial Planning, LLC holds 6,746 shares of VOT stock, worth $1.68 Million. This represents 1.18% of its overall portfolio holdings.
Number of Shares
6,746
Previous 6,805
0.87%
Holding current value
$1.68 Million
Previous $1.6 Billion
3.49%
% of portfolio
1.18%
Previous 1.3%
Shares
4 transactions
Others Institutions Holding VOT
# of Institutions
947Shares Held
38.7MCall Options Held
15.7KPut Options Held
4.4K-
Axiom Advisory, LLC San Diego, CA3.1MShares$770 Million6.91% of portfolio
-
Royal Bank Of Canada Toronto, A62.44MShares$607 Million0.13% of portfolio
-
Morgan Stanley New York, NY2.37MShares$588 Million0.04% of portfolio
-
Assetmark, Inc2.08MShares$517 Million1.49% of portfolio
-
Bank Of America Corp Charlotte, NC1.81MShares$449 Million0.04% of portfolio