4 Wealth Advisors, Inc. Vanguard Transaction History

4 Wealth Advisors, Inc.

$99.8 Billion
Q4 2024

A detailed history of 4 Wealth Advisors, Inc. transactions in Vanguard stock. As of the latest transaction made, 4 Wealth Advisors, Inc. holds 44,306 shares of VGSH stock, worth $2.58 Million. This represents 2.58% of its overall portfolio holdings.

Number of Shares

44,306

Holding current value

$2.58 Million

% of portfolio

2.58%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$58.02 - $58.88 $2.57 Million - $2.61 Million	44,306 New	44,306 $2.58 Billion

Others Institutions Holding VGSH

# of Institutions

973

Shares Held

262M

Call Options Held

5.1K

Put Options Held

1.3K

Jpmorgan Chase & CO New York, NY

37.6M
Shares

$2.19 Billion
0.18% of portfolio
Morgan Stanley New York, NY

21.9M
Shares

$1.27 Billion
0.09% of portfolio
Orgel Wealth Management, LLC

7.41M
Shares

$432 Million
11.67% of portfolio
Bank Of America Corp Charlotte, NC

7.13M
Shares

$415 Million
0.04% of portfolio
Northern Trust Corp Chicago, IL

5.84M
Shares

$340 Million
0.05% of portfolio

View Full List

About VANGUARD

Ticker VGSH
Sector ETFs
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4 Wealth Advisors, Inc. Vanguard Transaction History