Venturi Wealth Management, LLC Vanguard Mid Cap Growth Index Transaction History
Venturi Wealth Management, LLC
- $1.57 Billion
- Q2 2024
A detailed history of Venturi Wealth Management, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 231 shares of VOT stock, worth $55,962. This represents 0.0% of its overall portfolio holdings.
Number of Shares
231
Previous 231
-0.0%
Holding current value
$55,962
Previous $54,000
1.85%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding VOT
# of Institutions
923Shares Held
38.4MCall Options Held
15.5KPut Options Held
4.4K-
Axiom Advisory, LLC San Diego, CA2.79MShares$676 Million6.93% of portfolio
-
Royal Bank Of Canada Toronto, A62.44MShares$592 Million0.13% of portfolio
-
Morgan Stanley New York, NY2.37MShares$573 Million0.04% of portfolio
-
Assetmark, Inc2.08MShares$504 Million1.49% of portfolio
-
Bank Of America Corp Charlotte, NC1.81MShares$438 Million0.04% of portfolio