Aegis Wealth Management LLC Vanguard Transaction History
Aegis Wealth Management LLC
- $170 Billion
- Q1 2025
A detailed history of Aegis Wealth Management LLC transactions in Vanguard stock. As of the latest transaction made, Aegis Wealth Management LLC holds 77,795 shares of VGSH stock, worth $4.56 Million. This represents 2.68% of its overall portfolio holdings.
Number of Shares
77,795
Previous 75,747
2.7%
Holding current value
$4.56 Million
Previous $4.41 Billion
3.6%
% of portfolio
2.68%
Previous 2.98%
Shares
2 transactions
Others Institutions Holding VGSH
# of Institutions
1,024Shares Held
272MCall Options Held
6.2KPut Options Held
400-
Jpmorgan Chase & CO New York, NY43.5MShares$2.55 Billion0.2% of portfolio
-
Morgan Stanley New York, NY22.3MShares$1.3 Billion0.1% of portfolio
-
Orgel Wealth Management, LLC7.54MShares$442 Million12.2% of portfolio
-
Bank Of America Corp Charlotte, NC6.91MShares$405 Million0.03% of portfolio
-
Northern Trust Corp Chicago, IL6.27MShares$367 Million0.06% of portfolio