A detailed history of Exencial Wealth Advisors, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 1,536 shares of VOT stock, worth $395,304. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,536
Previous 1,536 -0.0%
Holding current value
$395,304
Previous $352,000 5.97%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

BUY
$218.75 - $234.97 $80,281 - $86,233
367 Added 31.39%
1,536 $352,000
Q1 2024

May 10, 2024

BUY
$212.21 - $235.79 $248,073 - $275,638
1,169 New
1,169 $275,000

Others Institutions Holding VOT

About VANGUARD MID-CAP GROWTH INDEX


  • Ticker VOT
  • Sector ETFs
  • Industry ETFs
More about VOT
Track This Portfolio

Track Exencial Wealth Advisors, LLC Portfolio

Follow Exencial Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Exencial Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Exencial Wealth Advisors, LLC with notifications on news.