Wr Wealth Planners, LLC Vanguard Mid Cap Growth Index Transaction History
Wr Wealth Planners, LLC
- $318 Million
- Q2 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 2,375 shares of VOT stock, worth $561,735. This represents 0.17% of its overall portfolio holdings.
Number of Shares
2,375
Previous 2,569
7.55%
Holding current value
$561,735
Previous $605,000
9.92%
% of portfolio
0.17%
Previous 0.19%
Shares
6 transactions
Others Institutions Holding VOT
# of Institutions
924Shares Held
38.4MCall Options Held
15.5KPut Options Held
4.4K-
Axiom Advisory, LLC San Diego, CA2.79MShares$660 Million6.93% of portfolio
-
Royal Bank Of Canada Toronto, A62.44MShares$578 Million0.13% of portfolio
-
Morgan Stanley New York, NY2.37MShares$560 Million0.04% of portfolio
-
Assetmark, Inc2.08MShares$492 Million1.49% of portfolio
-
Bank Of America Corp Charlotte, NC1.81MShares$427 Million0.04% of portfolio