Meritas Wealth Management, LLC Vanguard Transaction History
Meritas Wealth Management, LLC
- $142 Billion
- Q2 2024
A detailed history of Meritas Wealth Management, LLC transactions in Vanguard stock. As of the latest transaction made, Meritas Wealth Management, LLC holds 4,063 shares of VGSH stock, worth $238,376. This represents 0.17% of its overall portfolio holdings.
Number of Shares
4,063
Previous 4,045
0.44%
Holding current value
$238,376
Previous $235 Million
0.31%
% of portfolio
0.17%
Previous 0.16%
Shares
7 transactions
Others Institutions Holding VGSH
# of Institutions
902Shares Held
233MCall 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$469 Million0.08% of portfolio
-
Orgel Wealth Management, LLC6.84MShares$401 Million11.09% of portfolio
-
Envestnet Asset Management Inc6.57MShares$386 Million0.14% of portfolio