Executive Wealth Group LLC Vanguard Transaction History
Executive Wealth Group LLC
- $480 Billion
- Q1 2024
A detailed history of Executive Wealth Group LLC transactions in Vanguard stock. As of the latest transaction made, Executive Wealth Group LLC holds 45,295 shares of VGSH stock, worth $2.67 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
45,295
Previous 15,050
200.96%
Holding current value
$2.67 Million
Previous $878 Million
200.44%
% of portfolio
0.55%
Previous 0.56%
Shares
5 transactions
Others Institutions Holding VGSH
# of Institutions
1,057Shares Held
286MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY43.5MShares$2.56 Billion0.2% of portfolio
-
Morgan Stanley New York, NY20.5MShares$1.21 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC8.74MShares$514 Million0.04% of portfolio
-
Orgel Wealth Management, LLC7.53MShares$443 Million10.66% of portfolio
-
Northern Trust Corp Chicago, IL6.69MShares$394 Million0.06% of portfolio