Mb Generational Wealth, LLC Vanguard Transaction History
Mb Generational Wealth, LLC
- $134 Billion
- Q1 2025
A detailed history of Mb Generational Wealth, LLC transactions in Vanguard stock. As of the latest transaction made, Mb Generational Wealth, LLC holds 33,187 shares of VGSH stock, worth $1.96 Million. This represents 1.45% of its overall portfolio holdings.
Number of Shares
33,187
Previous 34,386
3.49%
Holding current value
$1.96 Million
Previous $2 Billion
2.64%
% of portfolio
1.45%
Previous 1.47%
Shares
2 transactions
Others Institutions Holding VGSH
# of Institutions
1,016Shares Held
266MCall Options Held
5.1KPut Options Held
1.3K-
Jpmorgan Chase & CO New York, NY37.6MShares$2.22 Billion0.18% of portfolio
-
Morgan Stanley New York, NY21.9MShares$1.29 Billion0.09% of portfolio
-
Horizon Financial Services, LLC11MShares$647 Million4.32% of portfolio
-
Orgel Wealth Management, LLC7.54MShares$444 Million12.2% of portfolio
-
Bank Of America Corp Charlotte, NC7.13MShares$420 Million0.04% of portfolio