Gitterman Wealth Management, LLC Vanguard Transaction History
Gitterman Wealth Management, LLC
- $257 Million
- Q2 2024
A detailed history of Gitterman Wealth Management, LLC transactions in Vanguard stock. As of the latest transaction made, Gitterman Wealth Management, LLC holds 1,748,449 shares of VGSH stock, worth $103 Million. This represents 39.43% of its overall portfolio holdings.
Number of Shares
1,748,449
Previous 1,756,921
0.48%
Holding current value
$103 Million
Previous $102 Million
0.62%
% of portfolio
39.43%
Previous 39.81%
Shares
7 transactions
Others Institutions Holding VGSH
# of Institutions
901Shares Held
232MCall Options Held
15.1KPut Options Held
44K-
Morgan Stanley New York, NY20.9MShares$1.24 Billion0.1% of portfolio
-
Jpmorgan Chase & CO New York, NY19.4MShares$1.15 Billion0.1% of portfolio
-
Goldman Sachs Group Inc New York, NY7.99MShares$472 Million0.08% of portfolio
-
Orgel Wealth Management, LLC6.84MShares$405 Million11.09% of portfolio
-
Envestnet Asset Management Inc6.57MShares$389 Million0.14% of portfolio