Mc Kinley Carter Wealth Services, Inc. Vanguard Transaction History
Mc Kinley Carter Wealth Services, Inc.
- $1.82 Billion
- Q3 2025
A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Vanguard stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 8,794 shares of VGSH stock, worth $516,383. This represents 0.03% of its overall portfolio holdings.
Number of Shares
8,794
Previous 8,540
2.97%
Holding current value
$516,383
Previous $501,000
3.19%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding VGSH
# of Institutions
1,065Shares Held
267MCall Options Held
3.3KPut Options Held
0-
Jpmorgan Chase & CO New York, NY25.6MShares$1.5 Billion0.1% of portfolio
-
Morgan Stanley New York, NY22.1MShares$1.3 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC9.9MShares$581 Million0.04% of portfolio
-
Northern Trust Corp Chicago, IL8.09MShares$475 Million0.06% of portfolio
-
Orgel Wealth Management, LLC7.53MShares$442 Million10.66% of portfolio