4 Wealth Advisors, Inc. Vanguard Transaction History
4 Wealth Advisors, Inc.
- $112 Billion
- Q3 2025
A detailed history of 4 Wealth Advisors, Inc. transactions in Vanguard stock. As of the latest transaction made, 4 Wealth Advisors, Inc. holds 52,885 shares of VGSH stock, worth $3.11 Million. This represents 2.78% of its overall portfolio holdings.
Number of Shares
52,885
Previous 48,698
8.6%
Holding current value
$3.11 Million
Previous $2.86 Billion
8.73%
% of portfolio
2.78%
Previous 2.91%
Shares
4 transactions
Others Institutions Holding VGSH
# of Institutions
1,078Shares 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