Birchcreek Wealth Management, LLC Vanguard Transaction History
Birchcreek Wealth Management, LLC
- $176 Million
- Q2 2025
A detailed history of Birchcreek Wealth Management, LLC transactions in Vanguard stock. As of the latest transaction made, Birchcreek Wealth Management, LLC holds 10,846 shares of VGSH stock, worth $635,575. This represents 0.36% of its overall portfolio holdings.
Number of Shares
10,846
Previous 10,850
0.04%
Holding current value
$635,575
Previous $636,000
0.16%
% of portfolio
0.36%
Previous 0.4%
Shares
19 transactions
Others Institutions Holding VGSH
# of Institutions
1,037Shares Held
282MCall Options Held
6.2KPut Options Held
400-
Jpmorgan Chase & CO New York, NY43.5MShares$2.55 Billion0.2% of portfolio
-
Morgan Stanley New York, NY22.3MShares$1.3 Billion0.1% of portfolio
-
Orgel Wealth Management, LLC7.3MShares$428 Million10.92% of portfolio
-
Bank Of America Corp Charlotte, NC6.91MShares$405 Million0.03% of portfolio
-
Northern Trust Corp Chicago, IL6.69MShares$392 Million0.06% of portfolio