Cwc Advisors, Llc. Vanguard Transaction History

Cwc Advisors, Llc.

$101 Billion
Q3 2024

A detailed history of Cwc Advisors, Llc. transactions in Vanguard stock. As of the latest transaction made, Cwc Advisors, Llc. holds 69,523 shares of VGSH stock, worth $4.07 Million. This represents 4.05% of its overall portfolio holdings.

Number of Shares

69,523

Holding current value

$4.07 Million

% of portfolio

4.05%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 23, 2024	BUY	$57.74 - $59.13 $4.01 Million - $4.11 Million	69,523 New	69,523 $4.1 Billion

Others Institutions Holding VGSH

# of Institutions

904

Shares Held

236M

Call Options Held

15.1K

Put Options Held

70.6K

Morgan Stanley New York, NY

20.9M
Shares

$1.23 Billion
0.1% of portfolio
Jpmorgan Chase & CO New York, NY

19.4M
Shares

$1.14 Billion
0.1% of portfolio
Goldman Sachs Group Inc New York, NY

7.99M
Shares

$468 Million
0.08% of portfolio
Orgel Wealth Management, LLC

7.17M
Shares

$420 Million
10.99% of portfolio
Envestnet Asset Management Inc

6.57M
Shares

$385 Million
0.14% of portfolio

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About VANGUARD

Ticker VGSH
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