Rockbridge Investment Management, Lcc Vanguard Transaction History
Rockbridge Investment Management, Lcc
- $705 Billion
- Q2 2024
A detailed history of Rockbridge Investment Management, Lcc transactions in Vanguard stock. As of the latest transaction made, Rockbridge Investment Management, Lcc holds 13,204 shares of VGSH stock, worth $776,263. This represents 0.11% of its overall portfolio holdings.
Number of Shares
13,204
Previous 15,011
12.04%
Holding current value
$776,263
Previous $872 Million
12.16%
% of portfolio
0.11%
Previous 0.13%
Shares
17 transactions
Others Institutions Holding VGSH
# of Institutions
901Shares Held
232MCall Options Held
15.1KPut Options Held
44K-
Morgan Stanley New York, NY20.9MShares$1.23 Billion0.1% of portfolio
-
Jpmorgan Chase & CO New York, NY19.4MShares$1.14 Billion0.1% of portfolio
-
Goldman Sachs Group Inc New York, NY7.99MShares$470 Million0.08% of portfolio
-
Orgel Wealth Management, LLC6.84MShares$402 Million11.09% of portfolio
-
Envestnet Asset Management Inc6.57MShares$386 Million0.14% of portfolio