Lee Kelleher Wealth Management Vanguard Mid Cap Growth Index Transaction History
Lee Kelleher Wealth Management
- $162 Billion
- Q3 2025
A detailed history of Lee Kelleher Wealth Management transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Lee Kelleher Wealth Management holds 795 shares of VOT stock, worth $222,441. This represents 0.14% of its overall portfolio holdings.
Number of Shares
795
Previous 795
-0.0%
Holding current value
$222,441
Previous $226 Million
3.31%
% of portfolio
0.14%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding VOT
# of Institutions
1,149Shares Held
41.4MCall Options Held
15KPut Options Held
9.2K-
Axiom Advisory, LLC San Diego, CA3.1MShares$868 Million6.91% of portfolio
-
Morgan Stanley New York, NY2.93MShares$819 Million0.05% of portfolio
-
Assetmark, Inc2.16MShares$604 Million1.39% of portfolio
-
Royal Bank Of Canada Toronto, A61.97MShares$552 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC1.93MShares$539 Million0.04% of portfolio