Venturi Wealth Management, LLC Vanguard Mid Cap Growth Index Transaction History
Venturi Wealth Management, LLC
- $1.77 Billion
- Q3 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 $60,055. This represents 0.0% of its overall portfolio holdings.
Number of Shares
231
Previous 231
-0.0%
Holding current value
$60,055
Previous $53,000
5.66%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding VOT
# of Institutions
977Shares Held
38.1MCall Options Held
26.7KPut Options Held
5.6K-
Axiom Advisory, LLC San Diego, CA3.1MShares$806 Million6.91% of portfolio
-
Royal Bank Of Canada Toronto, A62.75MShares$716 Million0.14% of portfolio
-
Morgan Stanley New York, NY2.43MShares$633 Million0.04% of portfolio
-
Assetmark, Inc2.19MShares$568 Million1.53% of portfolio
-
Bank Of America Corp Charlotte, NC1.83MShares$475 Million0.04% of portfolio