Guardian Wealth Management, Inc. Vanguard Transaction History
Guardian Wealth Management, Inc.
- $122 Million
- Q2 2024
A detailed history of Guardian Wealth Management, Inc. transactions in Vanguard stock. As of the latest transaction made, Guardian Wealth Management, Inc. holds 1,631 shares of VGSH stock, worth $95,527. This represents 0.08% of its overall portfolio holdings.
Number of Shares
1,631
Previous 1,785
8.63%
Holding current value
$95,527
Previous $103,000
8.74%
% of portfolio
0.08%
Previous 0.08%
Shares
7 transactions
Others Institutions Holding VGSH
# of Institutions
900Shares Held
233MCall Options Held
15.1KPut Options Held
44K-
Morgan Stanley New York, NY20.9MShares$1.23 Billion0.1% of portfolio
-
Jpmorgan Chase & CO New York, NY19.4MShares$1.14 Billion0.1% of portfolio
-
Goldman Sachs Group Inc New York, NY7.99MShares$468 Million0.08% of portfolio
-
Orgel Wealth Management, LLC6.84MShares$401 Million11.09% of portfolio
-
Envestnet Asset Management Inc6.57MShares$385 Million0.14% of portfolio