Monograph Wealth Advisors, LLC Vanguard Transaction History
Monograph Wealth Advisors, LLC
- $937 Million
- Q3 2025
A detailed history of Monograph Wealth Advisors, LLC transactions in Vanguard stock. As of the latest transaction made, Monograph Wealth Advisors, LLC holds 41,520 shares of VGSH stock, worth $2.44 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
41,520Holding current value
$2.44 Million% of portfolio
0.26%Shares
1 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
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Morgan Stanley New York, NY22.1MShares$1.3 Billion0.08% of portfolio
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Bank Of America Corp Charlotte, NC9.9MShares$581 Million0.04% of portfolio
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Northern Trust Corp Chicago, IL8.09MShares$475 Million0.06% of portfolio
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Orgel Wealth Management, LLC7.53MShares$442 Million10.66% of portfolio