Portside Wealth Group, LLC Vanguard Mid Cap Growth Index Transaction History
Portside Wealth Group, LLC
- $613 Billion
- Q1 2025
A detailed history of Portside Wealth Group, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Portside Wealth Group, LLC holds 1,945 shares of VOT stock, worth $474,793. This represents 0.08% of its overall portfolio holdings.
Number of Shares
1,945
Previous 930
109.14%
Holding current value
$474,793
Previous $236 Million
101.63%
% of portfolio
0.08%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding VOT
# of Institutions
1,058Shares Held
42.2MCall 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