Biltmore Wealth Management, LLC Vanguard Transaction History
Biltmore Wealth Management, LLC
- $246 Million
- Q2 2025
A detailed history of Biltmore Wealth Management, LLC transactions in Vanguard stock. As of the latest transaction made, Biltmore Wealth Management, LLC holds 124,403 shares of VGSH stock, worth $7.32 Million. This represents 2.98% of its overall portfolio holdings.
Number of Shares
124,403
Previous 122,683
1.4%
Holding current value
$7.32 Million
Previous $7.2 Million
1.51%
% of portfolio
2.98%
Previous 3.07%
Shares
7 transactions
Others Institutions Holding VGSH
# of Institutions
1,056Shares Held
286MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY43.5MShares$2.56 Billion0.2% of portfolio
-
Morgan Stanley New York, NY20.5MShares$1.21 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC8.74MShares$514 Million0.04% of portfolio
-
Orgel Wealth Management, LLC7.53MShares$443 Million10.66% of portfolio
-
Northern Trust Corp Chicago, IL6.69MShares$394 Million0.06% of portfolio