Diversify Advisory Services, LLC Vanguard Transaction History
Diversify Advisory Services, LLC
- $2.61 Trillion
- Q2 2025
A detailed history of Diversify Advisory Services, LLC transactions in Vanguard stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 6,700 shares of VGSH stock, worth $394,295. This represents 0.02% of its overall portfolio holdings.
Number of Shares
6,700
Previous 5,848
14.57%
Holding current value
$394,295
Previous $344 Million
14.08%
% of portfolio
0.02%
Previous 0.02%
Shares
6 transactions
Others Institutions Holding VGSH
# of Institutions
1,078Shares Held
286MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY25.6MShares$1.5 Billion0.1% 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