Vertex Planning Partners, LLC Vanguard Transaction History
Vertex Planning Partners, LLC
- $385 Billion
- Q2 2024
A detailed history of Vertex Planning Partners, LLC transactions in Vanguard stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 10,139 shares of VGSH stock, worth $593,841. This represents 0.15% of its overall portfolio holdings.
Number of Shares
10,139
Previous 9,479
6.96%
Holding current value
$593,841
Previous $550 Million
6.82%
% of portfolio
0.15%
Previous 0.15%
Shares
7 transactions
Others Institutions Holding VGSH
# of Institutions
900Shares Held
233MCall 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$468 Million0.08% of portfolio
-
Orgel Wealth Management, LLC6.84MShares$401 Million11.09% of portfolio
-
Envestnet Asset Management Inc6.57MShares$385 Million0.14% of portfolio