Marion Wealth Management Vanguard Transaction History
Marion Wealth Management
- $335 Million
- Q1 2024
A detailed history of Marion Wealth Management transactions in Vanguard stock. As of the latest transaction made, Marion Wealth Management holds 98,062 shares of VGSH stock, worth $5.68 Million. This represents 1.7% of its overall portfolio holdings.
Number of Shares
98,062
Previous 95,481
2.7%
Holding current value
$5.68 Million
Previous $5.57 Million
2.24%
% of portfolio
1.7%
Previous 1.78%
Shares
2 transactions
Others Institutions Holding VGSH
# of Institutions
887Shares Held
240MCall Options Held
39.3KPut Options Held
58.6K-
Jpmorgan Chase & CO New York, NY32.9MShares$1.91 Billion0.17% of portfolio
-
Morgan Stanley New York, NY21.8MShares$1.26 Billion0.1% of portfolio
-
Goldman Sachs Group Inc New York, NY6.85MShares$397 Million0.07% of portfolio
-
Orgel Wealth Management, LLC6.81MShares$395 Million11.23% of portfolio
-
Envestnet Asset Management Inc6.73MShares$390 Million0.15% of portfolio