Holos Integrated Wealth LLC Vanguard Mid Cap Growth Index Transaction History
Holos Integrated Wealth LLC
- $153 Billion
- Q1 2025
A detailed history of Holos Integrated Wealth LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Holos Integrated Wealth LLC holds 597 shares of VOT stock, worth $169,828. This represents 0.1% of its overall portfolio holdings.
Number of Shares
597
Previous 597
-0.0%
Holding current value
$169,828
Previous $151 Million
3.59%
% of portfolio
0.1%
Previous 0.1%
Shares
1 transactions
Others Institutions Holding VOT
# of Institutions
1,109Shares Held
40.3MCall Options Held
17.9KPut Options Held
5.2K-
Axiom Advisory, LLC San Diego, CA3.1MShares$882 Million6.91% of portfolio
-
Royal Bank Of Canada Toronto, A63.03MShares$862 Million0.16% of portfolio
-
Morgan Stanley New York, NY2.77MShares$789 Million0.05% of portfolio
-
Assetmark, Inc2.46MShares$699 Million1.68% of portfolio
-
Bank Of America Corp Charlotte, NC2.03MShares$577 Million0.04% of portfolio