Legacy Wealth Asset Management, LLC Vanguard Transaction History
Legacy Wealth Asset Management, LLC
- $340 Million
- Q3 2025
A detailed history of Legacy Wealth Asset Management, LLC transactions in Vanguard stock. As of the latest transaction made, Legacy Wealth Asset Management, LLC holds 23,313 shares of VGSH stock, worth $1.37 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
23,313
Previous 22,394
4.1%
Holding current value
$1.37 Million
Previous $1.32 Million
4.18%
% of portfolio
0.4%
Previous 0.4%
Shares
20 transactions
Others Institutions Holding VGSH
# of Institutions
1,063Shares Held
267MCall Options Held
3.3KPut Options Held
0-
Jpmorgan Chase & CO New York, NY25.6MShares$1.5 Billion0.1% of portfolio
-
Morgan Stanley New York, NY22.1MShares$1.3 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC9.9MShares$581 Million0.04% of portfolio
-
Northern Trust Corp Chicago, IL8.09MShares$475 Million0.06% of portfolio
-
Orgel Wealth Management, LLC7.53MShares$442 Million10.66% of portfolio