Five Pine Wealth Management Vanguard Transaction History
Five Pine Wealth Management
- $135 Billion
- Q2 2025
A detailed history of Five Pine Wealth Management transactions in Vanguard stock. As of the latest transaction made, Five Pine Wealth Management holds 14,525 shares of VGSH stock, worth $851,455. This represents 0.63% of its overall portfolio holdings.
Number of Shares
14,525
Previous 18,793
22.71%
Holding current value
$851,455
Previous $1.1 Billion
22.59%
% of portfolio
0.63%
Previous 0.9%
Shares
3 transactions
Others Institutions Holding VGSH
# of Institutions
1,028Shares Held
276MCall 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