Legacy Wealth Asset Management, LLC Vanguard Transaction History
Legacy Wealth Asset Management, LLC
- $331 Million
- Q2 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 22,394 shares of VGSH stock, worth $1.32 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
22,394
Previous 20,169
11.03%
Holding current value
$1.32 Million
Previous $1.18 Million
11.24%
% of portfolio
0.4%
Previous 0.37%
Shares
19 transactions
Others Institutions Holding VGSH
# of Institutions
1,050Shares Held
285MCall 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$1.2 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC8.74MShares$514 Million0.04% of portfolio
-
Orgel Wealth Management, LLC7.3MShares$429 Million10.92% of portfolio
-
Northern Trust Corp Chicago, IL6.69MShares$394 Million0.06% of portfolio