Landmark Financial Advisors, LLC Vanguard Transaction History
Landmark Financial Advisors, LLC
- $271 Million
- Q4 2023
A detailed history of Landmark Financial Advisors, LLC transactions in Vanguard stock. As of the latest transaction made, Landmark Financial Advisors, LLC holds 67,919 shares of VGSH stock, worth $3.96 Million. This represents 1.46% of its overall portfolio holdings.
Number of Shares
67,919
Previous 71,941
5.59%
Holding current value
$3.96 Million
Previous $4.14 Million
4.39%
% of portfolio
1.46%
Previous 1.73%
Shares
23 transactions
Others Institutions Holding VGSH
# of Institutions
918Shares Held
232MCall Options Held
21.5KPut Options Held
32.6K-
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, LLC7.17MShares$418 Million10.99% 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