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 $129,356. This represents 0.11% of its overall portfolio holdings.
Number of Shares
475
Previous 759
37.42%
Holding current value
$129,356
Previous $193 Million
39.66%
% of portfolio
0.11%
Previous 0.18%
Shares
2 transactions
Others Institutions Holding VOT
# of Institutions
1,076Shares Held
40.5MCall Options Held
17.9KPut Options Held
5.2K-
Axiom Advisory, LLC San Diego, CA3.1MShares$845 Million6.91% of portfolio
-
Royal Bank Of Canada Toronto, A63.03MShares$826 Million0.16% of portfolio
-
Morgan Stanley New York, NY2.77MShares$755 Million0.05% of portfolio
-
Assetmark, Inc2.38MShares$649 Million1.61% of portfolio
-
Bank Of America Corp Charlotte, NC2.03MShares$552 Million0.04% of portfolio