Great Waters Wealth Management Vanguard Transaction History
Great Waters Wealth Management
- $655 Billion
- Q2 2024
A detailed history of Great Waters Wealth Management transactions in Vanguard stock. As of the latest transaction made, Great Waters Wealth Management holds 23,028 shares of VGSH stock, worth $1.35 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
23,028
Previous 24,006
4.07%
Holding current value
$1.35 Million
Previous $1.39 Billion
4.21%
% of portfolio
0.2%
Previous 0.23%
Shares
7 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