Marietta Wealth Management, LLC Vanguard Transaction History
Marietta Wealth Management, LLC
- $727 Million
- Q2 2025
A detailed history of Marietta Wealth Management, LLC transactions in Vanguard stock. As of the latest transaction made, Marietta Wealth Management, LLC holds 58,074 shares of VGSH stock, worth $3.41 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
58,074
Previous 56,785
2.27%
Holding current value
$3.41 Million
Previous $3.33 Million
2.37%
% of portfolio
0.47%
Previous 0.51%
Shares
11 transactions
Others Institutions Holding VGSH
# of Institutions
1,052Shares 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$513 Million0.04% of portfolio
-
Orgel Wealth Management, LLC7.53MShares$442 Million10.66% of portfolio
-
Northern Trust Corp Chicago, IL6.69MShares$393 Million0.06% of portfolio