Vertex Planning Partners, LLC Vanguard Transaction History
Vertex Planning Partners, LLC
- $453 Billion
- Q4 2024
A detailed history of Vertex Planning Partners, LLC transactions in Vanguard stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 11,484 shares of VGSH stock, worth $672,158. This represents 0.15% of its overall portfolio holdings.
Number of Shares
11,484
Previous 11,164
2.87%
Holding current value
$672,158
Previous $659 Million
1.41%
% of portfolio
0.15%
Previous 0.16%
Shares
9 transactions
Others Institutions Holding VGSH
# of Institutions
982Shares Held
263MCall Options Held
5.1KPut Options Held
1.3K-
Jpmorgan Chase & CO New York, NY37.6MShares$2.2 Billion0.18% of portfolio
-
Morgan Stanley New York, NY21.9MShares$1.28 Billion0.09% of portfolio
-
Orgel Wealth Management, LLC7.41MShares$434 Million11.67% of portfolio
-
Bank Of America Corp Charlotte, NC7.13MShares$417 Million0.04% of portfolio
-
Northern Trust Corp Chicago, IL5.84MShares$342 Million0.05% of portfolio