Lake Hills Wealth Management, LLC Vanguard Transaction History
Lake Hills Wealth Management, LLC
- $148 Million
- Q1 2025
A detailed history of Lake Hills Wealth Management, LLC transactions in Vanguard stock. As of the latest transaction made, Lake Hills Wealth Management, LLC holds 54,502 shares of VGSH stock, worth $3.2 Million. This represents 2.16% of its overall portfolio holdings.
Number of Shares
54,502
Previous 54,590
0.16%
Holding current value
$3.2 Million
Previous $3.18 Million
0.69%
% of portfolio
2.16%
Previous 2.12%
Shares
8 transactions
Others Institutions Holding VGSH
# of Institutions
988Shares Held
254MCall Options Held
5.1KPut Options Held
1.3K-
Jpmorgan Chase & CO New York, NY37.6MShares$2.21 Billion0.18% of portfolio
-
Morgan Stanley New York, NY21.9MShares$1.28 Billion0.09% of portfolio
-
Orgel Wealth Management, LLC7.41MShares$435 Million11.67% of portfolio
-
Bank Of America Corp Charlotte, NC7.13MShares$418 Million0.04% of portfolio
-
Northern Trust Corp Chicago, IL5.84MShares$342 Million0.05% of portfolio