Envision Financial Planning, LLC Vanguard Transaction History
Envision Financial Planning, LLC
- $194 Billion
- Q4 2024
A detailed history of Envision Financial Planning, LLC transactions in Vanguard stock. As of the latest transaction made, Envision Financial Planning, LLC holds 15,253 shares of VGSH stock, worth $894,283. This represents 0.46% of its overall portfolio holdings.
Number of Shares
15,253
Previous 18,355
16.9%
Holding current value
$894,283
Previous $1.08 Billion
18.08%
% of portfolio
0.46%
Previous 0.57%
Shares
2 transactions
Others Institutions Holding VGSH
# of Institutions
980Shares Held
262MCall Options Held
5.1KPut Options Held
1.3K-
Jpmorgan Chase & CO New York, NY37.6MShares$2.21 Billion0.18% of portfolio
-
Morgan Stanley New York, NY21.9MShares$1.28 Billion0.09% of portfolio
-
Orgel Wealth Management, LLC7.41MShares$434 Million11.67% of portfolio
-
Bank Of America Corp Charlotte, NC7.13MShares$418 Million0.04% of portfolio
-
Northern Trust Corp Chicago, IL5.84MShares$342 Million0.05% of portfolio