Guardian Wealth Management, Inc. Vanguard Transaction History
Guardian Wealth Management, Inc.
- $135 Million
- Q1 2025
A detailed history of Guardian Wealth Management, Inc. transactions in Vanguard stock. As of the latest transaction made, Guardian Wealth Management, Inc. holds 1,250 shares of VGSH stock, worth $73,250. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,250
Previous 1,392
10.2%
Holding current value
$73,250
Previous $80,000
8.75%
% of portfolio
0.05%
Previous 0.06%
Shares
10 transactions
Others Institutions Holding VGSH
# of Institutions
1,032Shares Held
276MCall 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, LLC7.3MShares$428 Million10.92% 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