Viawealth, LLC Vanguard Transaction History
Viawealth, LLC
- $162 Billion
- Q1 2025
A detailed history of Viawealth, LLC transactions in Vanguard stock. As of the latest transaction made, Viawealth, LLC holds 27,859 shares of VGSH stock, worth $1.64 Million. This represents 1.01% of its overall portfolio holdings.
Number of Shares
27,859
Previous 35,725
22.02%
Holding current value
$1.64 Million
Previous $2.08 Billion
21.34%
% of portfolio
1.01%
Previous 1.25%
Shares
10 transactions
Others Institutions Holding VGSH
# of Institutions
1,026Shares Held
273MCall Options Held
6.2KPut Options Held
400-
Jpmorgan Chase & CO New York, NY43.5MShares$2.56 Billion0.2% of portfolio
-
Morgan Stanley New York, NY22.3MShares$1.31 Billion0.1% of portfolio
-
Orgel Wealth Management, LLC7.54MShares$444 Million12.2% of portfolio
-
Bank Of America Corp Charlotte, NC6.91MShares$407 Million0.03% of portfolio
-
Northern Trust Corp Chicago, IL6.27MShares$369 Million0.06% of portfolio