Legacy Capital Wealth Partners, LLC Vanguard Mid Cap Growth Index Transaction History
Legacy Capital Wealth Partners, LLC
- $439 Million
- Q4 2024
A detailed history of Legacy Capital Wealth Partners, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 2,047 shares of VOT stock, worth $558,360. This represents 0.12% of its overall portfolio holdings.
Number of Shares
2,047
Previous 2,047
-0.0%
Holding current value
$558,360
Previous $498,000
4.22%
% of portfolio
0.12%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding VOT
# of Institutions
1,049Shares Held
42.2MCall Options Held
16.8KPut Options Held
2.7K-
Axiom Advisory, LLC San Diego, CA3.1MShares$846 Million6.91% of portfolio
-
Royal Bank Of Canada Toronto, A62.87MShares$784 Million0.15% of portfolio
-
Morgan Stanley New York, NY2.72MShares$741 Million0.05% of portfolio
-
Assetmark, Inc2.29MShares$624 Million1.59% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX1.86MShares$506 Million0.34% of portfolio