Bartlett & Co. Wealth Management LLC Vanguard Transaction History
Bartlett & Co. Wealth Management LLC
- $6.89 Trillion
- Q4 2024
A detailed history of Bartlett & Co. Wealth Management LLC transactions in Vanguard stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 92,489 shares of VGSH stock, worth $5.39 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
92,489
Previous 89,840
2.95%
Holding current value
$5.39 Million
Previous $5.3 Billion
1.48%
% of portfolio
0.08%
Previous 0.08%
Shares
10 transactions
Others Institutions Holding VGSH
# of Institutions
929Shares Held
231MCall Options Held
21.5KPut Options Held
32.6K-
Morgan Stanley New York, NY20.6MShares$1.2 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY14.3MShares$832 Million0.07% of portfolio
-
Orgel Wealth Management, LLC7.41MShares$432 Million11.67% of portfolio
-
Goldman Sachs Group Inc New York, NY6.72MShares$392 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.59MShares$384 Million0.03% of portfolio