Intergy Private Wealth, LLC Vanguard Transaction History

Intergy Private Wealth, LLC

$290 Million
Q2 2025

A detailed history of Intergy Private Wealth, LLC transactions in Vanguard stock. As of the latest transaction made, Intergy Private Wealth, LLC holds 3,906 shares of VGSH stock, worth $229,008. This represents 0.08% of its overall portfolio holdings.

Number of Shares

3,906

Holding current value

$229,008

% of portfolio

0.08%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 23, 2025	BUY	$58.32 - $58.95 $227,797 - $230,258	3,906 New	3,906 $229,000

Others Institutions Holding VGSH

# of Institutions

1,028

Shares Held

277M

Call Options Held

6.2K

Put Options Held

400

Jpmorgan Chase & CO New York, NY

43.5M
Shares

$2.55 Billion
0.2% of portfolio
Morgan Stanley New York, NY

22.3M
Shares

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

7.3M
Shares

$428 Million
10.92% of portfolio
Bank Of America Corp Charlotte, NC

6.91M
Shares

$405 Million
0.03% of portfolio
Northern Trust Corp Chicago, IL

6.27M
Shares

$367 Million
0.06% of portfolio

View Full List

About VANGUARD

Ticker VGSH
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Intergy Private Wealth, LLC Vanguard Transaction History