Sagace Wealth Management LLC Vanguard Mid Cap Growth Index Transaction History
Sagace Wealth Management LLC
- $134 Billion
- Q4 2024
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 7,939 shares of VOT stock, worth $2.16 Million. This represents 1.51% of its overall portfolio holdings.
Number of Shares
7,939
Previous 6,700
18.49%
Holding current value
$2.16 Million
Previous $1.69 Billion
19.5%
% of portfolio
1.51%
Previous 1.3%
Shares
3 transactions
Others Institutions Holding VOT
# of Institutions
1,009Shares Held
40.2MCall Options Held
24.8KPut Options Held
5.6K-
Axiom Advisory, LLC San Diego, CA3.1MShares$843 Million6.91% of portfolio
-
Royal Bank Of Canada Toronto, A62.75MShares$748 Million0.14% of portfolio
-
Morgan Stanley New York, NY2.43MShares$661 Million0.04% of portfolio
-
Assetmark, Inc2.19MShares$594 Million1.53% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX1.86MShares$504 Million0.34% of portfolio