4 Wealth Advisors, Inc. Vanguard Transaction History
4 Wealth Advisors, Inc.
- $91.8 Billion
- Q1 2025
A detailed history of 4 Wealth Advisors, Inc. transactions in Vanguard stock. As of the latest transaction made, 4 Wealth Advisors, Inc. holds 47,254 shares of VGSH stock, worth $2.77 Million. This represents 3.02% of its overall portfolio holdings.
Number of Shares
47,254
Previous 44,306
6.65%
Holding current value
$2.77 Million
Previous $2.58 Billion
7.59%
% of portfolio
3.02%
Previous 2.58%
Shares
2 transactions
Others Institutions Holding VGSH
# of Institutions
1,026Shares Held
272MCall 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, LLC7.54MShares$442 Million12.2% 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