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
1,059Shares Held
285MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY43.5MShares$2.56 Billion0.2% of portfolio
-
Morgan Stanley New York, NY20.5MShares$1.2 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC8.74MShares$514 Million0.04% of portfolio
-
Orgel Wealth Management, LLC7.53MShares$443 Million10.66% of portfolio
-
Northern Trust Corp Chicago, IL6.69MShares$394 Million0.06% of portfolio