Evermay Wealth Management LLC Vanguard Mid Cap Growth Index Transaction History
Evermay Wealth Management LLC
- $654 Million
- Q4 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 326 shares of VOT stock, worth $79,579. This represents 0.01% of its overall portfolio holdings.
Number of Shares
326
Previous 801
59.3%
Holding current value
$79,579
Previous $195,000
57.95%
% of portfolio
0.01%
Previous 0.03%
Shares
6 transactions
Others Institutions Holding VOT
# of Institutions
1,058Shares Held
43MCall 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