Householder Group Estate & Retirement Specialist, LLC Vanguard Transaction History

Householder Group Estate & Retirement Specialist, LLC

$343 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 13, 2023	BUY	$57.32 - $58.77 $9,400 - $9,638	164 New	164 $10,000
Q3 2022 Oct 11, 2022	BUY	$57.67 - $59.08 $9,457 - $9,689	164 New	164 $9,000

Others Institutions Holding VGSH

# of Institutions

913

Shares Held

231M

Call Options Held

21.5K

Put Options Held

32.6K

Morgan Stanley New York, NY

20.6M
Shares

$1.2 Billion
0.09% of portfolio
Jpmorgan Chase & CO New York, NY

14.3M
Shares

$830 Million
0.07% of portfolio
Orgel Wealth Management, LLC

7.17M
Shares

$417 Million
10.99% of portfolio
Goldman Sachs Group Inc New York, NY

6.72M
Shares

$391 Million
0.07% of portfolio
Bank Of America Corp Charlotte, NC

6.59M
Shares

$383 Million
0.03% of portfolio

View Full List

About VANGUARD

Ticker VGSH
Sector ETFs
Industry ETFs

More about VGSH

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Householder Group Estate & Retirement Specialist, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Householder Group Estate & Retirement Specialist, LLC with notifications on news.

Account