Wr Wealth Planners, LLC Vanguard Mid Cap Growth Index Transaction History
Wr Wealth Planners, LLC
- $301 Million
- Q4 2024
A detailed history of Wr Wealth Planners, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 2,251 shares of VOT stock, worth $557,415. This represents 0.19% of its overall portfolio holdings.
Number of Shares
2,251
Previous 2,251
-0.0%
Holding current value
$557,415
Previous $548,000
4.2%
% of portfolio
0.19%
Previous 0.16%
Shares
9 transactions
Others Institutions Holding VOT
# of Institutions
1,059Shares Held
43MCall Options Held
16.8KPut Options Held
2.7K-
Axiom Advisory, LLC San Diego, CA3.1MShares$768 Million6.91% of portfolio
-
Royal Bank Of Canada Toronto, A62.87MShares$712 Million0.15% of portfolio
-
Morgan Stanley New York, NY2.72MShares$672 Million0.05% of portfolio
-
Assetmark, Inc2.29MShares$567 Million1.59% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX1.86MShares$460 Million0.34% of portfolio