Alteri Wealth LLC Vanguard Transaction History

Alteri Wealth LLC

$258 Billion
Q2 2025

A detailed history of Alteri Wealth LLC transactions in Vanguard stock. As of the latest transaction made, Alteri Wealth LLC holds 5,274 shares of VGSH stock, worth $310,216. This represents 0.12% of its overall portfolio holdings.

Number of Shares

5,274

Holding current value

$310,216

% of portfolio

0.12%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 11, 2025	BUY	$58.32 - $58.95 $307,579 - $310,902	5,274 New	5,274 $310 Million

Others Institutions Holding VGSH

# of Institutions

1,055

Shares Held

285M

Call Options Held

Put Options Held

Jpmorgan Chase & CO New York, NY

43.5M
Shares

$2.56 Billion
0.2% of portfolio
Morgan Stanley New York, NY

20.5M
Shares

$1.2 Billion
0.08% of portfolio
Bank Of America Corp Charlotte, NC

8.74M
Shares

$514 Million
0.04% of portfolio
Orgel Wealth Management, LLC

7.53M
Shares

$443 Million
10.66% of portfolio
Northern Trust Corp Chicago, IL

6.69M
Shares

$394 Million
0.06% of portfolio

View Full List

About VANGUARD

Ticker VGSH
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