Disciplined Investments, LLC Vanguard Transaction History
Disciplined Investments, LLC
- $180 Million
- Q1 2024
A detailed history of Disciplined Investments, LLC transactions in Vanguard stock. As of the latest transaction made, Disciplined Investments, LLC holds 102,758 shares of VGSH stock, worth $5.94 Million. This represents 3.32% of its overall portfolio holdings.
Number of Shares
102,758
Previous 94,296
8.97%
Holding current value
$5.94 Million
Previous $5.5 Million
8.49%
% of portfolio
3.32%
Previous 3.28%
Shares
18 transactions
Others Institutions Holding VGSH
# of Institutions
887Shares Held
240MCall Options Held
39.3KPut Options Held
58.6K-
Jpmorgan Chase & CO New York, NY32.9MShares$1.9 Billion0.17% of portfolio
-
Morgan Stanley New York, NY21.8MShares$1.26 Billion0.1% of portfolio
-
Goldman Sachs Group Inc New York, NY6.85MShares$396 Million0.07% of portfolio
-
Orgel Wealth Management, LLC6.81MShares$394 Million11.23% of portfolio
-
Envestnet Asset Management Inc6.73MShares$389 Million0.15% of portfolio