Evermay Wealth Management LLC Vanguard Mid Cap Growth Index Transaction History
Evermay Wealth Management LLC
- $618 Million
- Q3 2024
A detailed history of Evermay Wealth Management LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Evermay Wealth Management LLC holds 801 shares of VOT stock, worth $209,285. This represents 0.03% of its overall portfolio holdings.
Number of Shares
801
Previous 1,667
51.95%
Holding current value
$209,285
Previous $382,000
48.95%
% of portfolio
0.03%
Previous 0.06%
Shares
5 transactions
Others Institutions Holding VOT
# of Institutions
977Shares Held
38.1MCall Options Held
26.7KPut Options Held
5.6K-
Axiom Advisory, LLC San Diego, CA3.1MShares$810 Million6.91% of portfolio
-
Royal Bank Of Canada Toronto, A62.75MShares$720 Million0.14% of portfolio
-
Morgan Stanley New York, NY2.43MShares$636 Million0.04% of portfolio
-
Assetmark, Inc2.19MShares$571 Million1.53% of portfolio
-
Bank Of America Corp Charlotte, NC1.83MShares$477 Million0.04% of portfolio