Erts Wealth Advisors, LLC Vanguard Mid Cap Growth Index Transaction History
Erts Wealth Advisors, LLC
- $529 Million
- Q4 2024
A detailed history of Erts Wealth Advisors, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Erts Wealth Advisors, LLC holds 110,216 shares of VOT stock, worth $26.9 Million. This represents 5.28% of its overall portfolio holdings.
Number of Shares
110,216
Previous 112,279
1.84%
Holding current value
$26.9 Million
Previous $27.3 Million
2.31%
% of portfolio
5.28%
Previous 5.12%
Shares
20 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