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 $242,295. This represents 0.15% of its overall portfolio holdings.
Number of Shares
4,161
Previous 4,063
2.41%
Holding current value
$242,295
Previous $236 Million
4.23%
% of portfolio
0.15%
Previous 0.17%
Shares
8 transactions
Others Institutions Holding VGSH
# of Institutions
903Shares Held
236MCall Options Held
15.1KPut Options Held
70.6K-
Morgan Stanley New York, NY20.9MShares$1.22 Billion0.1% of portfolio
-
Jpmorgan Chase & CO New York, NY19.4MShares$1.13 Billion0.1% of portfolio
-
Goldman Sachs Group Inc New York, NY7.99MShares$465 Million0.08% of portfolio
-
Orgel Wealth Management, LLC7.17MShares$418 Million10.99% of portfolio
-
Envestnet Asset Management Inc6.57MShares$383 Million0.14% of portfolio