Monument Group Wealth Advisors, LLC Vanguard Transaction History
Monument Group Wealth Advisors, LLC
- $141 Billion
- Q4 2024
A detailed history of Monument Group Wealth Advisors, LLC transactions in Vanguard stock. As of the latest transaction made, Monument Group Wealth Advisors, LLC holds 9,975 shares of VGSH stock, worth $581,243. This represents 0.41% of its overall portfolio holdings.
Number of Shares
9,975
Previous 10,285
3.01%
Holding current value
$581,243
Previous $607 Million
4.39%
% of portfolio
0.41%
Previous 0.36%
Shares
4 transactions
Others Institutions Holding VGSH
# of Institutions
927Shares Held
231MCall Options Held
21.5KPut Options Held
32.6K-
Morgan Stanley New York, NY20.6MShares$1.2 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY14.3MShares$831 Million0.07% of portfolio
-
Orgel Wealth Management, LLC7.41MShares$432 Million11.67% of portfolio
-
Goldman Sachs Group Inc New York, NY6.72MShares$391 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.59MShares$384 Million0.03% of portfolio