Bartlett & Co. Wealth Management LLC Vanguard Transaction History
Bartlett & Co. Wealth Management LLC
- $6.97 Trillion
- Q3 2024
A detailed history of Bartlett & Co. Wealth Management LLC transactions in Vanguard stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 89,840 shares of VGSH stock, worth $5.21 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
89,840
Previous 90,638
0.88%
Holding current value
$5.21 Million
Previous $5.26 Billion
0.88%
% of portfolio
0.08%
Previous 0.08%
Shares
9 transactions
Others Institutions Holding VGSH
# of Institutions
918Shares Held
232MCall Options Held
21.5KPut Options Held
32.6K-
Morgan Stanley New York, NY20.6MShares$1.19 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY14.3MShares$828 Million0.07% of portfolio
-
Orgel Wealth Management, LLC7.17MShares$416 Million10.99% of portfolio
-
Goldman Sachs Group Inc New York, NY6.72MShares$390 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.59MShares$383 Million0.03% of portfolio