Wells Financial Advisors Inc Vanguard Mid Cap Growth Index Transaction History
Wells Financial Advisors Inc
- $73.1 Million
- Q3 2024
A detailed history of Wells Financial Advisors Inc transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Wells Financial Advisors Inc holds 1,356 shares of VOT stock, worth $348,980. This represents 0.45% of its overall portfolio holdings.
Number of Shares
1,356
Previous 1,356
-0.0%
Holding current value
$348,980
Previous $311,000
6.11%
% of portfolio
0.45%
Previous 0.21%
Shares
4 transactions
Others Institutions Holding VOT
# of Institutions
975Shares Held
38.2MCall Options Held
26.7KPut Options Held
5.6K-
Axiom Advisory, LLC San Diego, CA3.1MShares$798 Million6.91% of portfolio
-
Royal Bank Of Canada Toronto, A62.75MShares$709 Million0.14% of portfolio
-
Morgan Stanley New York, NY2.43MShares$626 Million0.04% of portfolio
-
Assetmark, Inc2.19MShares$563 Million1.53% of portfolio
-
Bank Of America Corp Charlotte, NC1.83MShares$470 Million0.04% of portfolio