All Square Wealth Management LLC Vanguard Transaction History
All Square Wealth Management LLC
- $165 Million
- Q2 2024
A detailed history of All Square Wealth Management LLC transactions in Vanguard stock. As of the latest transaction made, All Square Wealth Management LLC holds 7,053 shares of VGSH stock, worth $416,973. This represents 0.25% of its overall portfolio holdings.
Number of Shares
7,053
Previous 6,628
6.41%
Holding current value
$416,973
Previous $384,000
6.51%
% of portfolio
0.25%
Previous 0.23%
Shares
6 transactions
Others Institutions Holding VGSH
# of Institutions
901Shares Held
232MCall Options Held
15.1KPut Options Held
44K-
Morgan Stanley New York, NY20.9MShares$1.24 Billion0.1% of portfolio
-
Jpmorgan Chase & CO New York, NY19.4MShares$1.15 Billion0.1% of portfolio
-
Goldman Sachs Group Inc New York, NY7.99MShares$472 Million0.08% of portfolio
-
Orgel Wealth Management, LLC6.84MShares$405 Million11.09% of portfolio
-
Envestnet Asset Management Inc6.57MShares$389 Million0.14% of portfolio