4 Wealth Advisors, Inc. Vanguard Transaction History
4 Wealth Advisors, Inc.
- $98.4 Billion
- Q2 2025
A detailed history of 4 Wealth Advisors, Inc. transactions in Vanguard stock. As of the latest transaction made, 4 Wealth Advisors, Inc. holds 48,698 shares of VGSH stock, worth $2.85 Million. This represents 2.91% of its overall portfolio holdings.
Number of Shares
48,698
Previous 47,254
3.06%
Holding current value
$2.85 Million
Previous $2.77 Billion
3.21%
% of portfolio
2.91%
Previous 3.02%
Shares
3 transactions
Others Institutions Holding VGSH
# of Institutions
1,028Shares Held
276MCall Options Held
6.2KPut Options Held
400-
Jpmorgan Chase & CO New York, NY43.5MShares$2.55 Billion0.2% of portfolio
-
Morgan Stanley New York, NY22.3MShares$1.3 Billion0.1% of portfolio
-
Orgel Wealth Management, LLC7.3MShares$428 Million10.92% of portfolio
-
Bank Of America Corp Charlotte, NC6.91MShares$405 Million0.03% of portfolio
-
Northern Trust Corp Chicago, IL6.27MShares$367 Million0.06% of portfolio