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 $2.67 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
45,295
Previous 15,050
200.96%
Holding current value
$2.67 Million
Previous $878 Million
200.44%
% of portfolio
0.55%
Previous 0.56%
Shares
5 transactions
Others Institutions Holding VGSH
# of Institutions
1,026Shares Held
273MCall Options Held
6.2KPut Options Held
400-
Jpmorgan Chase & CO New York, NY43.5MShares$2.56 Billion0.2% of portfolio
-
Morgan Stanley New York, NY22.3MShares$1.31 Billion0.1% of portfolio
-
Orgel Wealth Management, LLC7.54MShares$444 Million12.2% of portfolio
-
Bank Of America Corp Charlotte, NC6.91MShares$407 Million0.03% of portfolio
-
Northern Trust Corp Chicago, IL6.27MShares$369 Million0.06% of portfolio