Family Wealth Group, LLC Vanguard Transaction History
Family Wealth Group, LLC
- $92.4 Million
- Q2 2024
A detailed history of Family Wealth Group, LLC transactions in Vanguard stock. As of the latest transaction made, Family Wealth Group, LLC holds 39,246 shares of VGSH stock, worth $2.31 Million. This represents 2.46% of its overall portfolio holdings.
Number of Shares
39,246
Previous 37,287
5.25%
Holding current value
$2.31 Million
Previous $2.17 Million
5.08%
% of portfolio
2.46%
Previous 2.49%
Shares
3 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$471 Million0.08% of portfolio
-
Orgel Wealth Management, LLC6.84MShares$403 Million11.09% of portfolio
-
Envestnet Asset Management Inc6.57MShares$387 Million0.14% of portfolio