Five Pine Wealth Management Vanguard Transaction History
Five Pine Wealth Management
- $148 Billion
- Q3 2025
A detailed history of Five Pine Wealth Management transactions in Vanguard stock. As of the latest transaction made, Five Pine Wealth Management holds 13,493 shares of VGSH stock, worth $792,308. This represents 0.54% of its overall portfolio holdings.
Number of Shares
13,493
Previous 14,525
7.1%
Holding current value
$792,308
Previous $854 Million
6.99%
% of portfolio
0.54%
Previous 0.63%
Shares
4 transactions
Others Institutions Holding VGSH
# of Institutions
1,062Shares Held
267MCall Options Held
3.3KPut Options Held
0-
Jpmorgan Chase & CO New York, NY25.6MShares$1.5 Billion0.1% of portfolio
-
Morgan Stanley New York, NY22.1MShares$1.3 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC9.9MShares$581 Million0.04% of portfolio
-
Northern Trust Corp Chicago, IL8.09MShares$475 Million0.06% of portfolio
-
Orgel Wealth Management, LLC7.53MShares$442 Million10.66% of portfolio