Clear Point Advisors Inc. Vanguard Transaction History
Clear Point Advisors Inc.
- $129 Billion
- Q3 2025
A detailed history of Clear Point Advisors Inc. transactions in Vanguard stock. As of the latest transaction made, Clear Point Advisors Inc. holds 4,802 shares of VGSH stock, worth $281,973. This represents 0.22% of its overall portfolio holdings.
Number of Shares
4,802
Previous 4,762
0.84%
Holding current value
$281,973
Previous $280 Million
0.97%
% of portfolio
0.22%
Previous 0.24%
Shares
6 transactions
Others Institutions Holding VGSH
# of Institutions
1,064Shares Held
267MCall Options Held
3.3KPut Options Held
0-
Jpmorgan Chase & CO New York, NY25.6MShares$1.5 Billion0.1% of portfolio
-
Morgan Stanley New York, NY22.1MShares$1.3 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC9.9MShares$581 Million0.04% of portfolio
-
Northern Trust Corp Chicago, IL8.09MShares$475 Million0.06% of portfolio
-
Orgel Wealth Management, LLC7.53MShares$442 Million10.66% of portfolio