Southern Wealth Management, LLP Vanguard Mid Cap Growth Index Transaction History
Southern Wealth Management, LLP
- $258 Million
- Q1 2023
A detailed history of Southern Wealth Management, LLP transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Southern Wealth Management, LLP holds 10,531 shares of VOT stock, worth $2.59 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
10,531
Previous 10,486
0.43%
Holding current value
$2.59 Million
Previous $1.88 Million
8.92%
% of portfolio
0.8%
Previous 0.76%
Shares
14 transactions
Others Institutions Holding VOT
# of Institutions
1,060Shares Held
40.5MCall Options Held
16.8KPut Options Held
2.7K-
Axiom Advisory, LLC San Diego, CA3.1MShares$763 Million6.91% of portfolio
-
Royal Bank Of Canada Toronto, A62.87MShares$707 Million0.15% of portfolio
-
Morgan Stanley New York, NY2.72MShares$668 Million0.05% of portfolio
-
Assetmark, Inc2.29MShares$563 Million1.59% of portfolio
-
Bank Of America Corp Charlotte, NC1.76MShares$434 Million0.04% of portfolio