Family Wealth Group, LLC Vanguard Transaction History
Family Wealth Group, LLC
- $78.3 Million
- Q4 2023
A detailed history of Family Wealth Group, LLC transactions in Vanguard stock. As of the latest transaction made, Family Wealth Group, LLC holds 16,980 shares of VGSH stock, worth $990,443. This represents 1.26% of its overall portfolio holdings.
Number of Shares
16,980Holding current value
$990,443% of portfolio
1.26%Shares
1 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$399 Million0.07% of portfolio
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Orgel Wealth Management, LLC6.84MShares$399 Million11.09% of portfolio
-
Envestnet Asset Management Inc6.73MShares$392 Million0.15% of portfolio