Lake Hills Wealth Management, LLC Vanguard Transaction History
Lake Hills Wealth Management, LLC
- $150 Million
- Q4 2024
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 54,590 shares of VGSH stock, worth $3.18 Million. This represents 2.12% of its overall portfolio holdings.
Number of Shares
54,590
Previous 39,917
36.76%
Holding current value
$3.18 Million
Previous $2.36 Million
34.86%
% of portfolio
2.12%
Previous 1.58%
Shares
7 transactions
Others Institutions Holding VGSH
# of Institutions
943Shares Held
236MCall Options Held
21.5KPut Options Held
6K-
Morgan Stanley New York, NY20.6MShares$1.2 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY14.3MShares$831 Million0.07% of portfolio
-
Orgel Wealth Management, LLC7.41MShares$432 Million11.67% of portfolio
-
Goldman Sachs Group Inc New York, NY6.72MShares$391 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.59MShares$384 Million0.03% of portfolio