Investment Advisory Group, LLC Vanguard Transaction History
Investment Advisory Group, LLC
- $254 Million
- Q2 2024
A detailed history of Investment Advisory Group, LLC transactions in Vanguard stock. As of the latest transaction made, Investment Advisory Group, LLC holds 41,483 shares of VGSH stock, worth $2.44 Million. This represents 0.95% of its overall portfolio holdings.
Number of Shares
41,483
Previous 38,178
8.66%
Holding current value
$2.44 Million
Previous $2.22 Million
8.53%
% of portfolio
0.95%
Previous 0.93%
Shares
7 transactions
Others Institutions Holding VGSH
# of Institutions
901Shares Held
232MCall 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$470 Million0.08% of portfolio
-
Orgel Wealth Management, LLC6.84MShares$402 Million11.09% of portfolio
-
Envestnet Asset Management Inc6.57MShares$386 Million0.14% of portfolio