Ima Wealth, Inc. Vanguard Transaction History

Ima Wealth, Inc.

$841 Million
Q1 2025

A detailed history of Ima Wealth, Inc. transactions in Vanguard stock. As of the latest transaction made, Ima Wealth, Inc. holds 957 shares of VGSH stock, worth $55,955. This represents 0.01% of its overall portfolio holdings.

Number of Shares

957

Holding current value

$55,955

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 06, 2025	BUY	$58.07 - $58.69 $55,572 - $56,166	957 New	957 $56,000

Others Institutions Holding VGSH

# of Institutions

1,024

Shares Held

272M

Call Options Held

6.2K

Put Options Held

400

Jpmorgan Chase & CO New York, NY

43.5M
Shares

$2.54 Billion
0.2% of portfolio
Morgan Stanley New York, NY

22.3M
Shares

$1.3 Billion
0.1% of portfolio
Orgel Wealth Management, LLC

7.54M
Shares

$441 Million
12.2% of portfolio
Bank Of America Corp Charlotte, NC

6.91M
Shares

$404 Million
0.03% of portfolio
Northern Trust Corp Chicago, IL

6.27M
Shares

$366 Million
0.06% of portfolio

View Full List

About VANGUARD

Ticker VGSH
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