Five Pine Wealth Management Vanguard Transaction History
Five Pine Wealth Management
- $123 Billion
- Q1 2025
A detailed history of Five Pine Wealth Management transactions in Vanguard stock. As of the latest transaction made, Five Pine Wealth Management holds 18,793 shares of VGSH stock, worth $1.1 Million. This represents 0.9% of its overall portfolio holdings.
Number of Shares
18,793
Previous 16,214
15.91%
Holding current value
$1.1 Million
Previous $943 Million
16.92%
% of portfolio
0.9%
Previous 0.8%
Shares
2 transactions
Others Institutions Holding VGSH
# of Institutions
1,026Shares Held
272MCall 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, LLC7.54MShares$442 Million12.2% 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