Envision Financial Planning, LLC Vanguard Mid Cap Growth Index Transaction History
Envision Financial Planning, LLC
- $131 Billion
- Q2 2024
A detailed history of Envision Financial Planning, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Envision Financial Planning, LLC holds 6,746 shares of VOT stock, worth $1.64 Million. This represents 1.18% of its overall portfolio holdings.
Number of Shares
6,746
Previous 6,805
0.87%
Holding current value
$1.64 Million
Previous $1.6 Billion
3.49%
% of portfolio
1.18%
Previous 1.3%
Shares
4 transactions
Others Institutions Holding VOT
# of Institutions
924Shares Held
38.4MCall Options Held
15.5KPut Options Held
4.4K-
Axiom Advisory, LLC San Diego, CA2.79MShares$677 Million6.93% of portfolio
-
Royal Bank Of Canada Toronto, A62.44MShares$593 Million0.13% of portfolio
-
Morgan Stanley New York, NY2.37MShares$575 Million0.04% of portfolio
-
Assetmark, Inc2.08MShares$505 Million1.49% of portfolio
-
Bank Of America Corp Charlotte, NC1.81MShares$439 Million0.04% of portfolio