Epg Wealth Management LLC Vanguard Transaction History
Epg Wealth Management LLC
- $359 Billion
- Q1 2025
A detailed history of Epg Wealth Management LLC transactions in Vanguard stock. As of the latest transaction made, Epg Wealth Management LLC holds 159,058 shares of VGSH stock, worth $9.32 Million. This represents 2.6% of its overall portfolio holdings.
Number of Shares
159,058
Previous 160,855
1.12%
Holding current value
$9.32 Million
Previous $9.36 Billion
0.25%
% of portfolio
2.6%
Previous 2.47%
Shares
15 transactions
Others Institutions Holding VGSH
# of Institutions
1,031Shares Held
275MCall Options Held
6.2KPut Options Held
400-
Jpmorgan Chase & CO New York, NY43.5MShares$2.55 Billion0.2% of portfolio
-
Morgan Stanley New York, NY22.3MShares$1.3 Billion0.1% of portfolio
-
Orgel Wealth Management, LLC7.3MShares$428 Million10.92% of portfolio
-
Bank Of America Corp Charlotte, NC6.91MShares$405 Million0.03% of portfolio
-
Northern Trust Corp Chicago, IL6.27MShares$367 Million0.06% of portfolio