Provence Wealth Management Group Vanguard Mid Cap Growth Index Transaction History
Provence Wealth Management Group
- $186 Million
- Q4 2023
A detailed history of Provence Wealth Management Group transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Provence Wealth Management Group holds 353 shares of VOT stock, worth $86,170. This represents 0.04% of its overall portfolio holdings.
Number of Shares
353
Previous 503
29.82%
Holding current value
$86,170
Previous $97,000
20.62%
% of portfolio
0.04%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding VOT
# of Institutions
1,058Shares Held
42.3MCall Options Held
16.8KPut Options Held
2.7K-
Axiom Advisory, LLC San Diego, CA3.1MShares$757 Million6.91% of portfolio
-
Royal Bank Of Canada Toronto, A62.87MShares$702 Million0.15% of portfolio
-
Morgan Stanley New York, NY2.72MShares$663 Million0.05% of portfolio
-
Assetmark, Inc2.29MShares$559 Million1.59% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX1.86MShares$453 Million0.34% of portfolio