Waterfront Wealth Inc. Vanguard Mid Cap Growth Index Transaction History
Waterfront Wealth Inc.
- $389 Million
- Q4 2024
A detailed history of Waterfront Wealth Inc. transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Waterfront Wealth Inc. holds 2,831 shares of VOT stock, worth $772,211. This represents 0.18% of its overall portfolio holdings.
Number of Shares
2,831
Previous 2,831
-0.0%
Holding current value
$772,211
Previous $689,000
4.21%
% of portfolio
0.18%
Previous 0.17%
Shares
1 transactions
Others Institutions Holding VOT
# of Institutions
1,049Shares Held
42.2MCall Options Held
16.8KPut Options Held
2.7K-
Axiom Advisory, LLC San Diego, CA3.1MShares$846 Million6.91% of portfolio
-
Royal Bank Of Canada Toronto, A62.87MShares$784 Million0.15% of portfolio
-
Morgan Stanley New York, NY2.72MShares$741 Million0.05% of portfolio
-
Assetmark, Inc2.29MShares$624 Million1.59% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX1.86MShares$506 Million0.34% of portfolio