Waterfront Wealth Inc. Vanguard Mid Cap Growth Index Transaction History
Waterfront Wealth Inc.
- $408 Million
- Q1 2025
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 $696,737. This represents 0.17% of its overall portfolio holdings.
Number of Shares
2,831
Previous 2,831
-0.0%
Holding current value
$696,737
Previous $718,000
3.62%
% of portfolio
0.17%
Previous 0.18%
Shares
1 transactions
Others Institutions Holding VOT
# of Institutions
1,060Shares Held
42.3MCall 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
-
Strategic Financial Concepts, LLC San Antonio, TX1.86MShares$457 Million0.34% of portfolio