Conservest Capital Advisors, Inc. Vanguard Transaction History
Conservest Capital Advisors, Inc.
- $1 Billion
- Q2 2025
A detailed history of Conservest Capital Advisors, Inc. transactions in Vanguard stock. As of the latest transaction made, Conservest Capital Advisors, Inc. holds 236,931 shares of VGSH stock, worth $13.9 Million. This represents 1.39% of its overall portfolio holdings.
Number of Shares
236,931
Previous 215,655
9.87%
Holding current value
$13.9 Million
Previous $12.7 Million
10.03%
% of portfolio
1.39%
Previous 1.34%
Shares
9 transactions
Others Institutions Holding VGSH
# of Institutions
1,065Shares Held
285MCall 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