Aegis Wealth Management LLC Vanguard Transaction History
Aegis Wealth Management LLC
- $167 Billion
- Q2 2025
A detailed history of Aegis Wealth Management LLC transactions in Vanguard stock. As of the latest transaction made, Aegis Wealth Management LLC holds 77,795 shares of VGSH stock, worth $4.58 Million. This represents 2.74% of its overall portfolio holdings.
Number of Shares
77,795
Previous 77,795
-0.0%
Holding current value
$4.58 Million
Previous $4.57 Billion
-0.0%
% of portfolio
2.74%
Previous 2.68%
Shares
2 transactions
Others Institutions Holding VGSH
# of Institutions
1,074Shares Held
285MCall 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