Envision Financial Planning, LLC Vanguard Transaction History
Envision Financial Planning, LLC
- $190 Billion
- Q3 2024
A detailed history of Envision Financial Planning, LLC transactions in Vanguard stock. As of the latest transaction made, Envision Financial Planning, LLC holds 18,355 shares of VGSH stock, worth $1.07 Million. This represents 0.57% of its overall portfolio holdings.
Number of Shares
18,355Holding current value
$1.07 Million% of portfolio
0.57%Shares
1 transactions
Others Institutions Holding VGSH
# of Institutions
918Shares Held
232MCall Options Held
21.5KPut Options Held
32.6K-
Morgan Stanley New York, NY20.6MShares$1.19 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY14.3MShares$829 Million0.07% of portfolio
-
Orgel Wealth Management, LLC7.17MShares$416 Million10.99% of portfolio
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Goldman Sachs Group Inc New York, NY6.72MShares$390 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.59MShares$383 Million0.03% of portfolio