Ivc Wealth Advisors LLC Vanguard Mid Cap Growth Index Transaction History
Ivc Wealth Advisors LLC
- $177 Million
- Q4 2024
A detailed history of Ivc Wealth Advisors LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Ivc Wealth Advisors LLC holds 15,216 shares of VOT stock, worth $3.96 Million. This represents 2.18% of its overall portfolio holdings.
Number of Shares
15,216
Previous 14,821
2.67%
Holding current value
$3.96 Million
Previous $3.61 Million
7.01%
% of portfolio
2.18%
Previous 1.99%
Shares
17 transactions
Others Institutions Holding VOT
# of Institutions
1,054Shares Held
43MCall Options Held
16.8KPut Options Held
2.7K-
Axiom Advisory, LLC San Diego, CA3.1MShares$806 Million6.91% of portfolio
-
Royal Bank Of Canada Toronto, A62.87MShares$747 Million0.15% of portfolio
-
Morgan Stanley New York, NY2.72MShares$706 Million0.05% of portfolio
-
Assetmark, Inc2.29MShares$595 Million1.59% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX1.86MShares$483 Million0.34% of portfolio