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 $115,952. This represents 0.11% of its overall portfolio holdings.
Number of Shares
475
Previous 759
37.42%
Holding current value
$115,952
Previous $193 Million
39.66%
% of portfolio
0.11%
Previous 0.18%
Shares
2 transactions
Others Institutions Holding VOT
# of Institutions
1,058Shares 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