Diversify Wealth Management, LLC Vanguard Transaction History
Diversify Wealth Management, LLC
- $1.62 Trillion
- Q2 2025
A detailed history of Diversify Wealth Management, LLC transactions in Vanguard stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 12,239 shares of VGSH stock, worth $719,897. This represents 0.04% of its overall portfolio holdings.
Number of Shares
12,239
Previous 10,932
11.96%
Holding current value
$719,897
Previous $644 Million
11.48%
% of portfolio
0.04%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding VGSH
# of Institutions
1,050Shares 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$1.2 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC8.74MShares$514 Million0.04% of portfolio
-
Orgel Wealth Management, LLC7.3MShares$429 Million10.92% of portfolio
-
Northern Trust Corp Chicago, IL6.69MShares$394 Million0.06% of portfolio