Global Wealth Management Investment Advisory, Inc. Vanguard Transaction History
Global Wealth Management Investment Advisory, Inc.
- $578 Million
- Q3 2025
A detailed history of Global Wealth Management Investment Advisory, Inc. transactions in Vanguard stock. As of the latest transaction made, Global Wealth Management Investment Advisory, Inc. holds 355,094 shares of VGSH stock, worth $20.9 Million. This represents 3.61% of its overall portfolio holdings.
Number of Shares
355,094
Previous 342,814
3.58%
Holding current value
$20.9 Million
Previous $20.2 Million
3.71%
% of portfolio
3.61%
Previous 3.91%
Shares
29 transactions
Others Institutions Holding VGSH
# of Institutions
1,065Shares Held
286MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY43.5MShares$2.56 Billion0.2% of portfolio
-
Morgan Stanley New York, NY20.5MShares$1.21 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC8.74MShares$514 Million0.04% of portfolio
-
Orgel Wealth Management, LLC7.53MShares$443 Million10.66% of portfolio
-
Northern Trust Corp Chicago, IL6.69MShares$394 Million0.06% of portfolio