Sagace Wealth Management LLC Vanguard Mid Cap Growth Index Transaction History
Sagace Wealth Management LLC
- $130 Billion
- Q3 2024
A detailed history of Sagace Wealth Management LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Sagace Wealth Management LLC holds 6,700 shares of VOT stock, worth $1.8 Million. This represents 1.3% of its overall portfolio holdings.
Number of Shares
6,700
Previous 5,289
26.68%
Holding current value
$1.8 Million
Previous $1.24 Billion
35.61%
% of portfolio
1.3%
Previous 1.22%
Shares
2 transactions
Others Institutions Holding VOT
# of Institutions
975Shares Held
38.2MCall Options Held
26.7KPut Options Held
5.6K-
Axiom Advisory, LLC San Diego, CA3.1MShares$833 Million6.91% of portfolio
-
Royal Bank Of Canada Toronto, A62.75MShares$740 Million0.14% of portfolio
-
Morgan Stanley New York, NY2.43MShares$654 Million0.04% of portfolio
-
Assetmark, Inc2.19MShares$587 Million1.53% of portfolio
-
Bank Of America Corp Charlotte, NC1.83MShares$491 Million0.04% of portfolio