Lji Wealth Management, LLC Vanguard Transaction History

Lji Wealth Management, LLC

$452 Billion
Q2 2024

A detailed history of Lji Wealth Management, LLC transactions in Vanguard stock. As of the latest transaction made, Lji Wealth Management, LLC holds 28,660 shares of VGSH stock, worth $1.69 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

28,660

Holding current value

$1.69 Million

% of portfolio

0.37%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 12, 2024	BUY	$57.55 - $58.0 $1.65 Million - $1.66 Million	28,660 New	28,660 $1.66 Billion

Others Institutions Holding VGSH

# of Institutions

902

Shares Held

232M

Call Options Held

15.1K

Put Options Held

44K

Morgan Stanley New York, NY

20.9M
Shares

$1.24 Billion
0.1% of portfolio
Jpmorgan Chase & CO New York, NY

19.4M
Shares

$1.15 Billion
0.1% of portfolio
Goldman Sachs Group Inc New York, NY

7.99M
Shares

$472 Million
0.08% of portfolio
Orgel Wealth Management, LLC

6.84M
Shares

$404 Million
11.09% of portfolio
Envestnet Asset Management Inc

6.57M
Shares

$388 Million
0.14% of portfolio

View Full List

About VANGUARD

Ticker VGSH
Sector ETFs
Industry ETFs

More about VGSH

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lji Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lji Wealth Management, LLC with notifications on news.

Account

Lji Wealth Management, LLC Vanguard Transaction History