Family Wealth Group, LLC Vanguard Transaction History
Family Wealth Group, LLC
- $92.4 Million
- Q2 2024
A detailed history of Family Wealth Group, LLC transactions in Vanguard stock. As of the latest transaction made, Family Wealth Group, LLC holds 39,246 shares of VGSH stock, worth $2.29 Million. This represents 2.46% of its overall portfolio holdings.
Number of Shares
39,246
Previous 37,287
5.25%
Holding current value
$2.29 Million
Previous $2.17 Million
5.08%
% of portfolio
2.46%
Previous 2.49%
Shares
3 transactions
Others Institutions Holding VGSH
# of Institutions
901Shares Held
235MCall Options Held
15.1KPut Options Held
70.6K-
Morgan Stanley New York, NY20.9MShares$1.22 Billion0.1% of portfolio
-
Jpmorgan Chase & CO New York, NY14.3MShares$831 Million0.07% of portfolio
-
Goldman Sachs Group Inc New York, NY7.99MShares$465 Million0.08% of portfolio
-
Orgel Wealth Management, LLC7.17MShares$418 Million10.99% of portfolio
-
Bank Of America Corp Charlotte, NC6.18MShares$360 Million0.03% of portfolio