Kaizen Financial Strategies Vanguard Transaction History
Kaizen Financial Strategies
- $183 Million
- Q2 2025
A detailed history of Kaizen Financial Strategies transactions in Vanguard stock. As of the latest transaction made, Kaizen Financial Strategies holds 20,943 shares of VGSH stock, worth $1.23 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
20,943
              Previous 11,041
              
        
           89.68%
        
      
          
        Holding current value
$1.23 Million
            Previous $647,000
            
        
           90.26%
        
      
          
        % of portfolio
0.67%
            Previous 0.4%
          
        Shares
	  2 transactions
	
  Others Institutions Holding VGSH
# of Institutions
1,074Shares Held
286MCall Options Held
0Put Options Held
0- 
    
      Jpmorgan Chase & CO New York, NY43.5MShares$2.56 Billion0.2% of portfolio
- 
    
      Morgan Stanley New York, NY20.5MShares$1.21 Billion0.08% of portfolio
- 
    
      Bank Of America Corp Charlotte, NC8.74MShares$514 Million0.04% of portfolio
- 
    
      Orgel Wealth Management, LLC7.53MShares$443 Million10.66% of portfolio
- 
    
      Northern Trust Corp Chicago, IL6.69MShares$394 Million0.06% of portfolio