Sagace Wealth Management LLC Vanguard Mid Cap Growth Index Transaction History
Sagace Wealth Management LLC
- $132 Billion
- Q1 2025
A detailed history of Sagace Wealth Management LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Sagace Wealth Management LLC holds 8,025 shares of VOT stock, worth $1.96 Million. This represents 1.48% of its overall portfolio holdings.
Number of Shares
8,025
Previous 7,939
1.08%
Holding current value
$1.96 Million
Previous $2.01 Billion
2.55%
% of portfolio
1.48%
Previous 1.51%
Shares
4 transactions
Others Institutions Holding VOT
# of Institutions
1,060Shares 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