Cassaday & CO Wealth Management LLC Vanguard Mid Cap Growth Index Transaction History
Cassaday & CO Wealth Management LLC
- $3.66 Billion
- Q4 2024
A detailed history of Cassaday & CO Wealth Management LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 109,286 shares of VOT stock, worth $29.6 Million. This represents 0.76% of its overall portfolio holdings.
Number of Shares
109,286
Previous 111,475
1.96%
Holding current value
$29.6 Million
Previous $27.1 Million
2.18%
% of portfolio
0.76%
Previous 0.77%
Shares
9 transactions
Others Institutions Holding VOT
# of Institutions
1,006Shares Held
40.2MCall Options Held
24.8KPut Options Held
5.6K-
Axiom Advisory, LLC San Diego, CA3.1MShares$839 Million6.91% of portfolio
-
Royal Bank Of Canada Toronto, A62.75MShares$745 Million0.14% of portfolio
-
Morgan Stanley New York, NY2.43MShares$658 Million0.04% of portfolio
-
Assetmark, Inc2.19MShares$591 Million1.53% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX1.86MShares$502 Million0.34% of portfolio