Monument Group Wealth Advisors, LLC Vanguard Transaction History
Monument Group Wealth Advisors, LLC
- $141 Billion
- Q4 2024
A detailed history of Monument Group Wealth Advisors, LLC transactions in Vanguard stock. As of the latest transaction made, Monument Group Wealth Advisors, LLC holds 9,975 shares of VGSH stock, worth $582,240. This represents 0.41% of its overall portfolio holdings.
Number of Shares
9,975
Previous 10,285
3.01%
Holding current value
$582,240
Previous $607 Million
4.39%
% of portfolio
0.41%
Previous 0.36%
Shares
4 transactions
Others Institutions Holding VGSH
# of Institutions
974Shares Held
262MCall Options Held
5.1KPut Options Held
1.3K-
Jpmorgan Chase & CO New York, NY37.6MShares$2.2 Billion0.18% of portfolio
-
Morgan Stanley New York, NY21.9MShares$1.28 Billion0.09% of portfolio
-
Orgel Wealth Management, LLC7.41MShares$433 Million11.67% of portfolio
-
Bank Of America Corp Charlotte, NC7.13MShares$416 Million0.04% of portfolio
-
Northern Trust Corp Chicago, IL5.84MShares$341 Million0.05% of portfolio