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 $4.06 Million. This represents 4.05% of its overall portfolio holdings.

Number of Shares

69,523

Holding current value

$4.06 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

982

Shares Held

263M

Call Options Held

5.1K

Put Options Held

1.3K

Jpmorgan Chase & CO New York, NY

37.6M
Shares

$2.2 Billion
0.18% of portfolio
Morgan Stanley New York, NY

21.9M
Shares

$1.28 Billion
0.09% of portfolio
Orgel Wealth Management, LLC

7.41M
Shares

$433 Million
11.67% of portfolio
Bank Of America Corp Charlotte, NC

7.13M
Shares

$417 Million
0.04% of portfolio
Northern Trust Corp Chicago, IL

5.84M
Shares

$341 Million
0.05% of portfolio

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About VANGUARD

Ticker VGSH
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