Headinvest, LLC Vanguard Transaction History
Headinvest, LLC
- $497 Million
- Q2 2024
A detailed history of Headinvest, LLC transactions in Vanguard stock. As of the latest transaction made, Headinvest, LLC holds 36,188 shares of VGSH stock, worth $2.14 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
36,188
Previous 40,138
9.84%
Holding current value
$2.14 Million
Previous $2.33 Million
9.96%
% of portfolio
0.42%
Previous 0.47%
Shares
24 transactions
Others Institutions Holding VGSH
# of Institutions
901Shares Held
232MCall Options Held
15.1KPut Options Held
44K-
Morgan Stanley New York, NY20.9MShares$1.24 Billion0.1% of portfolio
-
Jpmorgan Chase & CO New York, NY19.4MShares$1.15 Billion0.1% of portfolio
-
Goldman Sachs Group Inc New York, NY7.99MShares$472 Million0.08% of portfolio
-
Orgel Wealth Management, LLC6.84MShares$405 Million11.09% of portfolio
-
Envestnet Asset Management Inc6.57MShares$389 Million0.14% of portfolio