Mokan Wealth Management Inc. Vanguard Transaction History
Mokan Wealth Management Inc.
- $166 Billion
- Q1 2025
A detailed history of Mokan Wealth Management Inc. transactions in Vanguard stock. As of the latest transaction made, Mokan Wealth Management Inc. holds 194,440 shares of VGSH stock, worth $11.4 Million. This represents 6.88% of its overall portfolio holdings.
Number of Shares
194,440
Previous 184,171
5.58%
Holding current value
$11.4 Million
Previous $10.7 Billion
6.5%
% of portfolio
6.88%
Previous 6.82%
Shares
2 transactions
Others Institutions Holding VGSH
# of Institutions
1,025Shares 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$404 Million0.03% of portfolio
-
Northern Trust Corp Chicago, IL6.27MShares$367 Million0.06% of portfolio