Dopkins Wealth Management, LLC Vanguard Transaction History
Dopkins Wealth Management, LLC
- $158 Million
- Q2 2024
A detailed history of Dopkins Wealth Management, LLC transactions in Vanguard stock. As of the latest transaction made, Dopkins Wealth Management, LLC holds 9,500 shares of VGSH stock, worth $561,640. This represents 0.35% of its overall portfolio holdings.
Number of Shares
9,500
Previous 9,500
-0.0%
Holding current value
$561,640
Previous $551,000
0.18%
% of portfolio
0.35%
Previous 0.35%
Shares
5 transactions
Others Institutions Holding VGSH
# of Institutions
901Shares Held
232MCall Options Held
15.1KPut Options Held
44K-
Morgan Stanley New York, NY20.9MShares$1.24 Billion0.1% of portfolio
-
Jpmorgan Chase & CO New York, NY19.4MShares$1.15 Billion0.1% of portfolio
-
Goldman Sachs Group Inc New York, NY7.99MShares$472 Million0.08% of portfolio
-
Orgel Wealth Management, LLC6.84MShares$405 Million11.09% of portfolio
-
Envestnet Asset Management Inc6.57MShares$389 Million0.14% of portfolio