Gould Asset Management LLC Vanguard Transaction History
Gould Asset Management LLC
- $534 Million
- Q3 2025
A detailed history of Gould Asset Management LLC transactions in Vanguard stock. As of the latest transaction made, Gould Asset Management LLC holds 571,558 shares of VGSH stock, worth $33.6 Million. This represents 6.3% of its overall portfolio holdings.
Number of Shares
571,558
Previous 553,843
3.2%
Holding current value
$33.6 Million
Previous $32.6 Million
3.32%
% of portfolio
6.3%
Previous 6.42%
Shares
29 transactions
Others Institutions Holding VGSH
# of Institutions
1,065Shares Held
267MCall Options Held
3.3KPut Options Held
0-
Jpmorgan Chase & CO New York, NY25.6MShares$1.5 Billion0.1% of portfolio
-
Morgan Stanley New York, NY22.1MShares$1.3 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC9.9MShares$581 Million0.04% of portfolio
-
Northern Trust Corp Chicago, IL8.09MShares$475 Million0.06% of portfolio
-
Orgel Wealth Management, LLC7.53MShares$442 Million10.66% of portfolio