Venturi Wealth Management, LLC Vanguard Mid Cap Growth Index Transaction History
Venturi Wealth Management, LLC
- $1.88 Billion
- Q4 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 $62,166. This represents 0.0% of its overall portfolio holdings.
Number of Shares
231
Previous 231
-0.0%
Holding current value
$62,166
Previous $56,000
3.57%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding VOT
# of Institutions
1,053Shares Held
43MCall Options Held
16.8KPut Options Held
2.7K-
Axiom Advisory, LLC San Diego, CA3.1MShares$835 Million6.91% of portfolio
-
Royal Bank Of Canada Toronto, A62.87MShares$773 Million0.15% of portfolio
-
Morgan Stanley New York, NY2.72MShares$731 Million0.05% of portfolio
-
Assetmark, Inc2.29MShares$616 Million1.59% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX1.86MShares$500 Million0.34% of portfolio