Marotta Asset Management Vanguard Transaction History
Marotta Asset Management
- $484 Million
- Q2 2024
A detailed history of Marotta Asset Management transactions in Vanguard stock. As of the latest transaction made, Marotta Asset Management holds 81,045 shares of VGSH stock, worth $4.76 Million. This represents 0.97% of its overall portfolio holdings.
Number of Shares
81,045
Previous 66,708
21.49%
Holding current value
$4.76 Million
Previous $3.87 Million
21.33%
% of portfolio
0.97%
Previous 0.8%
Shares
15 transactions
Others Institutions Holding VGSH
# of Institutions
901Shares Held
232MCall Options Held
15.1KPut Options Held
44K-
Morgan Stanley New York, NY20.9MShares$1.23 Billion0.1% of portfolio
-
Jpmorgan Chase & CO New York, NY19.4MShares$1.14 Billion0.1% of portfolio
-
Goldman Sachs Group Inc New York, NY7.99MShares$470 Million0.08% of portfolio
-
Orgel Wealth Management, LLC6.84MShares$402 Million11.09% of portfolio
-
Envestnet Asset Management Inc6.57MShares$386 Million0.14% of portfolio