Wells Financial Advisors Inc Vanguard Mid Cap Growth Index Transaction History
Wells Financial Advisors Inc
- $72.4 Million
- Q4 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 $331,013. This represents 0.47% of its overall portfolio holdings.
Number of Shares
1,356
Previous 1,356
-0.0%
Holding current value
$331,013
Previous $330,000
4.24%
% of portfolio
0.47%
Previous 0.45%
Shares
4 transactions
Others Institutions Holding VOT
# of Institutions
1,063Shares Held
42.2MCall 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