Wells Financial Advisors Inc Vanguard Mid Cap Growth Index Transaction History
Wells Financial Advisors Inc
- $148 Million
- Q2 2024
A detailed history of Wells Financial Advisors Inc transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Wells Financial Advisors Inc holds 1,356 shares of VOT stock, worth $338,403. This represents 0.21% of its overall portfolio holdings.
Number of Shares
1,356
Previous 1,356
-0.0%
Holding current value
$338,403
Previous $319,000
2.51%
% of portfolio
0.21%
Previous 0.22%
Shares
4 transactions
Others Institutions Holding VOT
# of Institutions
944Shares Held
38.7MCall Options Held
15.5KPut Options Held
4.4K-
Axiom Advisory, LLC San Diego, CA3.1MShares$774 Million6.91% of portfolio
-
Royal Bank Of Canada Toronto, A62.44MShares$610 Million0.13% of portfolio
-
Morgan Stanley New York, NY2.37MShares$591 Million0.04% of portfolio
-
Assetmark, Inc2.08MShares$519 Million1.49% of portfolio
-
Bank Of America Corp Charlotte, NC1.81MShares$451 Million0.04% of portfolio