N.E.W. Advisory Services LLC Vanguard Transaction History
N.E.W. Advisory Services LLC
- $1.02 Billion
- Q2 2025
A detailed history of N.E.W. Advisory Services LLC transactions in Vanguard stock. As of the latest transaction made, N.E.W. Advisory Services LLC holds 15,955 shares of VGSH stock, worth $938,473. This represents 0.09% of its overall portfolio holdings.
Number of Shares
15,955
Previous 15,592
2.33%
Holding current value
$938,473
Previous $915,000
2.4%
% of portfolio
0.09%
Previous 0.07%
Shares
22 transactions
Others Institutions Holding VGSH
# of Institutions
1,050Shares 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