Wellington Wealth Strategies, Llc. Vanguard Transaction History
Wellington Wealth Strategies, Llc.
- $23.8 Billion
- Q2 2024
A detailed history of Wellington Wealth Strategies, Llc. transactions in Vanguard stock. As of the latest transaction made, Wellington Wealth Strategies, Llc. holds 5,762 shares of VGSH stock, worth $335,117. This represents 1.4% of its overall portfolio holdings.
Number of Shares
5,762Holding current value
$335,117% of portfolio
1.4%Shares
2 transactions
Others Institutions Holding VGSH
# of Institutions
901Shares Held
235MCall Options Held
15.1KPut Options Held
70.6K-
Morgan Stanley New York, NY20.9MShares$1.22 Billion0.1% of portfolio
-
Jpmorgan Chase & CO New York, NY14.3MShares$830 Million0.07% of portfolio
-
Goldman Sachs Group Inc New York, NY7.99MShares$465 Million0.08% of portfolio
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Orgel Wealth Management, LLC7.17MShares$417 Million10.99% of portfolio
-
Bank Of America Corp Charlotte, NC6.18MShares$359 Million0.03% of portfolio