Shira Ridge Wealth Management Vanguard Mid Cap Growth Index Transaction History
Shira Ridge Wealth Management
- $196 Billion
- Q3 2024
A detailed history of Shira Ridge Wealth Management transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Shira Ridge Wealth Management holds 14,215 shares of VOT stock, worth $3.67 Million. This represents 1.76% of its overall portfolio holdings.
Number of Shares
14,215
Previous 12,511
13.62%
Holding current value
$3.67 Million
Previous $2.87 Billion
20.51%
% of portfolio
1.76%
Previous 1.6%
Shares
8 transactions
Others Institutions Holding VOT
# of Institutions
978Shares Held
38.1MCall Options Held
26.7KPut Options Held
5.6K-
Axiom Advisory, LLC San Diego, CA3.1MShares$801 Million6.91% of portfolio
-
Royal Bank Of Canada Toronto, A62.75MShares$712 Million0.14% of portfolio
-
Morgan Stanley New York, NY2.43MShares$629 Million0.04% of portfolio
-
Assetmark, Inc2.19MShares$565 Million1.53% of portfolio
-
Bank Of America Corp Charlotte, NC1.83MShares$472 Million0.04% of portfolio