Mittelman Wealth Management Vanguard Transaction History
Mittelman Wealth Management
- $153 Billion
- Q3 2025
A detailed history of Mittelman Wealth Management transactions in Vanguard stock. As of the latest transaction made, Mittelman Wealth Management holds 8,608 shares of VGSH stock, worth $505,461. This represents 0.33% of its overall portfolio holdings.
Number of Shares
8,608
Previous 11,550
25.47%
Holding current value
$505,461
Previous $679 Million
25.38%
% of portfolio
0.33%
Previous 0.57%
Shares
2 transactions
Others Institutions Holding VGSH
# of Institutions
1,063Shares Held
267MCall Options Held
3.3KPut Options Held
0-
Jpmorgan Chase & CO New York, NY25.6MShares$1.5 Billion0.1% of portfolio
-
Morgan Stanley New York, NY22.1MShares$1.3 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC9.9MShares$581 Million0.04% of portfolio
-
Northern Trust Corp Chicago, IL8.09MShares$475 Million0.06% of portfolio
-
Orgel Wealth Management, LLC7.53MShares$442 Million10.66% of portfolio