Executive Wealth Group LLC Vanguard Transaction History
Executive Wealth Group LLC
- $480 Billion
- Q1 2024
A detailed history of Executive Wealth Group LLC transactions in Vanguard stock. As of the latest transaction made, Executive Wealth Group LLC holds 45,295 shares of VGSH stock, worth $2.63 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
45,295
Previous 15,050
200.96%
Holding current value
$2.63 Million
Previous $878 Million
200.44%
% of portfolio
0.55%
Previous 0.56%
Shares
5 transactions
Others Institutions Holding VGSH
# of Institutions
893Shares Held
241MCall Options Held
39.3KPut Options Held
58.6K-
Jpmorgan Chase & CO New York, NY32.9MShares$1.92 Billion0.17% of portfolio
-
Morgan Stanley New York, NY21.8MShares$1.27 Billion0.1% of portfolio
-
Goldman Sachs Group Inc New York, NY6.85MShares$398 Million0.07% of portfolio
-
Orgel Wealth Management, LLC6.84MShares$398 Million11.09% of portfolio
-
Envestnet Asset Management Inc6.73MShares$391 Million0.15% of portfolio