Holistic Planning, LLC Vanguard Mid Cap Growth Index Transaction History
Holistic Planning, LLC
- $236 Billion
- Q3 2024
A detailed history of Holistic Planning, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Holistic Planning, LLC holds 6,966 shares of VOT stock, worth $1.88 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
6,966
Previous 2,931
137.67%
Holding current value
$1.88 Million
Previous $691 Million
145.41%
% of portfolio
0.72%
Previous 0.53%
Shares
3 transactions
Others Institutions Holding VOT
# of Institutions
976Shares Held
38.1MCall Options Held
26.7KPut Options Held
5.6K-
Axiom Advisory, LLC San Diego, CA3.1MShares$838 Million6.91% of portfolio
-
Royal Bank Of Canada Toronto, A62.75MShares$744 Million0.14% of portfolio
-
Morgan Stanley New York, NY2.43MShares$658 Million0.04% of portfolio
-
Assetmark, Inc2.19MShares$591 Million1.53% of portfolio
-
Bank Of America Corp Charlotte, NC1.83MShares$493 Million0.04% of portfolio