Global Wealth Management Investment Advisory, Inc. Vanguard Transaction History
Global Wealth Management Investment Advisory, Inc.
- $490 Million
- Q1 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 346,599 shares of VGSH stock, worth $20.4 Million. This represents 4.15% of its overall portfolio holdings.
Number of Shares
346,599
Previous 443,261
21.81%
Holding current value
$20.4 Million
Previous $25.8 Million
21.12%
% of portfolio
4.15%
Previous 5.36%
Shares
27 transactions
Others Institutions Holding VGSH
# of Institutions
1,015Shares Held
265MCall Options Held
5.1KPut Options Held
1.3K-
Jpmorgan Chase & CO New York, NY37.6MShares$2.22 Billion0.18% of portfolio
-
Morgan Stanley New York, NY21.9MShares$1.29 Billion0.09% of portfolio
-
Horizon Financial Services, LLC11MShares$647 Million4.32% of portfolio
-
Orgel Wealth Management, LLC7.54MShares$444 Million12.2% of portfolio
-
Bank Of America Corp Charlotte, NC7.13MShares$420 Million0.04% of portfolio