Arcadia Wealth Management, LLC Vanguard Transaction History
Arcadia Wealth Management, LLC
- $175 Billion
- Q2 2024
A detailed history of Arcadia Wealth Management, LLC transactions in Vanguard stock. As of the latest transaction made, Arcadia Wealth Management, LLC holds 4,436 shares of VGSH stock, worth $260,792. This represents 0.15% of its overall portfolio holdings.
Number of Shares
4,436
Previous 3,806
16.55%
Holding current value
$260,792
Previous $221 Million
16.37%
% of portfolio
0.15%
Previous 0.14%
Shares
5 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