Centricity Wealth Management, LLC Vanguard Mid Cap Growth Index Transaction History
Centricity Wealth Management, LLC
- $110 Billion
- Q1 2025
A detailed history of Centricity Wealth Management, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Centricity Wealth Management, LLC holds 475 shares of VOT stock, worth $118,227. This represents 0.11% of its overall portfolio holdings.
Number of Shares
475
Previous 759
37.42%
Holding current value
$118,227
Previous $193 Million
39.66%
% of portfolio
0.11%
Previous 0.18%
Shares
2 transactions
Others Institutions Holding VOT
# of Institutions
1,068Shares Held
40.1MCall Options Held
16.8KPut Options Held
2.7K-
Axiom Advisory, LLC San Diego, CA3.1MShares$772 Million6.91% of portfolio
-
Royal Bank Of Canada Toronto, A62.87MShares$715 Million0.15% of portfolio
-
Morgan Stanley New York, NY2.72MShares$676 Million0.05% of portfolio
-
Assetmark, Inc2.29MShares$570 Million1.59% of portfolio
-
Bank Of America Corp Charlotte, NC1.76MShares$439 Million0.04% of portfolio