Avion Wealth Vanguard Mid Cap Growth Index Transaction History

Avion Wealth

$382 Million
Q3 2024

A detailed history of Avion Wealth transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Avion Wealth holds 5 shares of VOT stock, worth $1,286. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 5 -0.0%

Holding current value

$1,286

Previous $1,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 26, 2024	BUY	$180.9 - $221.2 $904 - $1,106	5 New	5 $1,000

Others Institutions Holding VOT

# of Institutions

975

Shares Held

38.2M

Call Options Held

26.7K

Put Options Held

5.6K

Axiom Advisory, LLC San Diego, CA

3.1M
Shares

$798 Million
6.91% of portfolio
Royal Bank Of Canada Toronto, A6

2.75M
Shares

$709 Million
0.14% of portfolio
Morgan Stanley New York, NY

2.43M
Shares

$626 Million
0.04% of portfolio
Assetmark, Inc

2.19M
Shares

$563 Million
1.53% of portfolio
Bank Of America Corp Charlotte, NC

1.83M
Shares

$470 Million
0.04% of portfolio

View Full List

About VANGUARD MID-CAP GROWTH INDEX

Ticker VOT
Sector ETFs
Industry ETFs

More about VOT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Avion Wealth, based on Form 13F filings with the SEC.

News

Stay updated on Avion Wealth with notifications on news.

Account