Mb Generational Wealth, LLC Vanguard Transaction History

Mb Generational Wealth, LLC

$136 Billion
Q4 2024

A detailed history of Mb Generational Wealth, LLC transactions in Vanguard stock. As of the latest transaction made, Mb Generational Wealth, LLC holds 34,386 shares of VGSH stock, worth $2 Million. This represents 1.47% of its overall portfolio holdings.

Number of Shares

34,386

Holding current value

$2 Million

% of portfolio

1.47%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 03, 2025	BUY	$58.02 - $58.88 $2 Million - $2.02 Million	34,386 New	34,386 $2 Billion

Others Institutions Holding VGSH

# of Institutions

943

Shares Held

236M

Call Options Held

21.5K

Put Options Held

Morgan Stanley New York, NY

20.6M
Shares

$1.2 Billion
0.09% of portfolio
Jpmorgan Chase & CO New York, NY

14.3M
Shares

$830 Million
0.07% of portfolio
Orgel Wealth Management, LLC

7.41M
Shares

$431 Million
11.67% of portfolio
Goldman Sachs Group Inc New York, NY

6.72M
Shares

$391 Million
0.07% of portfolio
Bank Of America Corp Charlotte, NC

6.59M
Shares

$384 Million
0.03% of portfolio

View Full List

About VANGUARD

Ticker VGSH
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Mb Generational Wealth, LLC Vanguard Transaction History