Wealthspan Partners, LLC Vanguard Mid Cap Growth Index Transaction History
Wealthspan Partners, LLC
- $204 Million
- Q4 2024
A detailed history of Wealthspan Partners, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Wealthspan Partners, LLC holds 1,906 shares of VOT stock, worth $515,496. This represents 0.24% of its overall portfolio holdings.
Number of Shares
1,906
Previous 2,030
6.11%
Holding current value
$515,496
Previous $494,000
2.23%
% of portfolio
0.24%
Previous 0.25%
Shares
12 transactions
Others Institutions Holding VOT
# of Institutions
1,002Shares Held
40.2MCall Options Held
24.8KPut Options Held
5.6K-
Axiom Advisory, LLC San Diego, CA3.1MShares$839 Million6.91% of portfolio
-
Royal Bank Of Canada Toronto, A62.75MShares$745 Million0.14% of portfolio
-
Morgan Stanley New York, NY2.43MShares$658 Million0.04% of portfolio
-
Assetmark, Inc2.19MShares$591 Million1.53% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX1.86MShares$502 Million0.34% of portfolio