Altfest L J & CO Inc Vanguard Transaction History

Altfest L J & CO Inc

$692 Million
Q4 2024

A detailed history of Altfest L J & CO Inc transactions in Vanguard stock. As of the latest transaction made, Altfest L J & CO Inc holds 534,040 shares of VGSH stock, worth $31.1 Million. This represents 4.49% of its overall portfolio holdings.

Number of Shares

534,040

Holding current value

$31.1 Million

% of portfolio

4.49%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 07, 2025	BUY	$58.02 - $58.88 $31 Million - $31.4 Million	534,040 New	534,040 $31.1 Million

Others Institutions Holding VGSH

# of Institutions

943

Shares Held

236M

Call Options Held

21.5K

Put Options Held

Morgan Stanley New York, NY

20.6M
Shares

$1.2 Billion
0.09% of portfolio
Jpmorgan Chase & CO New York, NY

14.3M
Shares

$831 Million
0.07% of portfolio
Orgel Wealth Management, LLC

7.41M
Shares

$432 Million
11.67% of portfolio
Goldman Sachs Group Inc New York, NY

6.72M
Shares

$391 Million
0.07% of portfolio
Bank Of America Corp Charlotte, NC

6.59M
Shares

$384 Million
0.03% of portfolio

View Full List

About VANGUARD

Ticker VGSH
Sector ETFs
Industry ETFs

More about VGSH

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Altfest L J & CO Inc, based on Form 13F filings with the SEC.

News

Stay updated on Altfest L J & CO Inc with notifications on news.

Account