Wellington Wealth Strategies, Llc. Vanguard Transaction History
Wellington Wealth Strategies, Llc.
- $132 Billion
- Q3 2024
A detailed history of Wellington Wealth Strategies, Llc. transactions in Vanguard stock. As of the latest transaction made, Wellington Wealth Strategies, Llc. holds 9,465 shares of VGSH stock, worth $550,957. This represents 0.42% of its overall portfolio holdings.
Number of Shares
9,465
Previous 5,762
64.27%
Holding current value
$550,957
Previous $334 Million
65.66%
% of portfolio
0.42%
Previous 1.4%
Shares
3 transactions
Others Institutions Holding VGSH
# of Institutions
913Shares Held
231MCall Options Held
21.5KPut Options Held
32.6K-
Morgan Stanley New York, NY20.6MShares$1.2 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY14.3MShares$831 Million0.07% of portfolio
-
Orgel Wealth Management, LLC7.17MShares$417 Million10.99% of portfolio
-
Goldman Sachs Group Inc New York, NY6.72MShares$391 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.59MShares$384 Million0.03% of portfolio