Michael A. Dubis Financial Planning, LLC Vanguard Transaction History
Michael A. Dubis Financial Planning, LLC
- $101 Million
- Q1 2025
A detailed history of Michael A. Dubis Financial Planning, LLC transactions in Vanguard stock. As of the latest transaction made, Michael A. Dubis Financial Planning, LLC holds 202,703 shares of VGSH stock, worth $11.9 Million. This represents 11.75% of its overall portfolio holdings.
Number of Shares
202,703
Previous 198,815
1.96%
Holding current value
$11.9 Million
Previous $11.6 Million
2.83%
% of portfolio
11.75%
Previous 11.18%
Shares
2 transactions
Others Institutions Holding VGSH
# of Institutions
1,026Shares Held
272MCall Options Held
6.2KPut Options Held
400-
Jpmorgan Chase & CO New York, NY43.5MShares$2.55 Billion0.2% of portfolio
-
Morgan Stanley New York, NY22.3MShares$1.3 Billion0.1% of portfolio
-
Orgel Wealth Management, LLC7.54MShares$441 Million12.2% of portfolio
-
Bank Of America Corp Charlotte, NC6.91MShares$405 Million0.03% of portfolio
-
Northern Trust Corp Chicago, IL6.27MShares$367 Million0.06% of portfolio