Meritas Wealth Management, LLC Vanguard Transaction History
Meritas Wealth Management, LLC
- $162 Billion
- Q3 2024
A detailed history of Meritas Wealth Management, LLC transactions in Vanguard stock. As of the latest transaction made, Meritas Wealth Management, LLC holds 4,161 shares of VGSH stock, worth $242,211. This represents 0.15% of its overall portfolio holdings.
Number of Shares
4,161
Previous 4,063
2.41%
Holding current value
$242,211
Previous $236 Million
4.23%
% of portfolio
0.15%
Previous 0.17%
Shares
8 transactions
Others Institutions Holding VGSH
# of Institutions
913Shares Held
231MCall Options Held
21.5KPut Options Held
32.6K-
Morgan Stanley New York, NY20.6MShares$1.2 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY14.3MShares$831 Million0.07% of portfolio
-
Orgel Wealth Management, LLC7.17MShares$417 Million10.99% of portfolio
-
Goldman Sachs Group Inc New York, NY6.72MShares$391 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.59MShares$384 Million0.03% of portfolio