Wealthsource Partners, LLC Vanguard Mid Cap Growth Index Transaction History
Wealthsource Partners, LLC
- $1.52 Billion
- Q4 2023
A detailed history of Wealthsource Partners, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Wealthsource Partners, LLC holds 2,790 shares of VOT stock, worth $681,066. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,790
Previous 2,746
1.6%
Holding current value
$681,066
Previous $534,000
14.61%
% of portfolio
0.04%
Previous 0.04%
Shares
18 transactions
Others Institutions Holding VOT
# of Institutions
1,058Shares Held
43MCall Options Held
16.8KPut Options Held
2.7K-
Axiom Advisory, LLC San Diego, CA3.1MShares$757 Million6.91% of portfolio
-
Royal Bank Of Canada Toronto, A62.87MShares$702 Million0.15% of portfolio
-
Morgan Stanley New York, NY2.72MShares$663 Million0.05% of portfolio
-
Assetmark, Inc2.29MShares$559 Million1.59% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX1.86MShares$453 Million0.34% of portfolio