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 $215,284. This represents 0.03% of its overall portfolio holdings.
Number of Shares
801
Previous 1,667
51.95%
Holding current value
$215,284
Previous $382,000
48.95%
% of portfolio
0.03%
Previous 0.06%
Shares
5 transactions
Others Institutions Holding VOT
# of Institutions
975Shares Held
38.2MCall Options Held
26.7KPut Options Held
5.6K-
Axiom Advisory, LLC San Diego, CA3.1MShares$833 Million6.91% of portfolio
-
Royal Bank Of Canada Toronto, A62.75MShares$740 Million0.14% of portfolio
-
Morgan Stanley New York, NY2.43MShares$654 Million0.04% of portfolio
-
Assetmark, Inc2.19MShares$587 Million1.53% of portfolio
-
Bank Of America Corp Charlotte, NC1.83MShares$491 Million0.04% of portfolio