Apella Capital, LLC Vanguard Transaction History
Apella Capital, LLC
- $1.97 Billion
- Q1 2024
A detailed history of Apella Capital, LLC transactions in Vanguard stock. As of the latest transaction made, Apella Capital, LLC holds 78,201 shares of VGSH stock, worth $4.53 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
78,201
Previous 124,079
36.97%
Holding current value
$4.53 Million
Previous $7.24 Million
37.25%
% of portfolio
0.23%
Previous 0.4%
Shares
13 transactions
Others Institutions Holding VGSH
# of Institutions
887Shares Held
240MCall Options Held
39.3KPut Options Held
58.6K-
Jpmorgan Chase & CO New York, NY32.9MShares$1.91 Billion0.17% of portfolio
-
Morgan Stanley New York, NY21.8MShares$1.26 Billion0.1% of portfolio
-
Goldman Sachs Group Inc New York, NY6.85MShares$397 Million0.07% of portfolio
-
Orgel Wealth Management, LLC6.81MShares$395 Million11.23% of portfolio
-
Envestnet Asset Management Inc6.73MShares$390 Million0.15% of portfolio