Beaird Harris Wealth Management, LLC Vanguard Mid Cap Growth Index Transaction History
Beaird Harris Wealth Management, LLC
- $1.08 Billion
- Q4 2024
A detailed history of Beaird Harris Wealth Management, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 1,325 shares of VOT stock, worth $323,445. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,325
Previous 1,322
0.23%
Holding current value
$323,445
Previous $321,000
4.67%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding VOT
# of Institutions
1,061Shares Held
42.3MCall 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