Charis Legacy Partners, LLC Vanguard Transaction History
Charis Legacy Partners, LLC
- $52.8 Billion
- Q1 2025
A detailed history of Charis Legacy Partners, LLC transactions in Vanguard stock. As of the latest transaction made, Charis Legacy Partners, LLC holds 8,424 shares of VGSH stock, worth $495,162. This represents 0.94% of its overall portfolio holdings.
Number of Shares
8,424
Previous 8,664
2.77%
Holding current value
$495,162
Previous $504 Million
1.92%
% of portfolio
0.94%
Previous 1.03%
Shares
2 transactions
Others Institutions Holding VGSH
# of Institutions
1,009Shares Held
265MCall Options Held
5.1KPut Options Held
1.3K-
Jpmorgan Chase & CO New York, NY37.6MShares$2.21 Billion0.18% of portfolio
-
Morgan Stanley New York, NY21.9MShares$1.29 Billion0.09% of portfolio
-
Horizon Financial Services, LLC11MShares$645 Million4.32% of portfolio
-
Orgel Wealth Management, LLC7.54MShares$443 Million12.2% of portfolio
-
Bank Of America Corp Charlotte, NC7.13MShares$419 Million0.04% of portfolio