New England Guild Wealth Advisors, Inc. Vanguard Transaction History
New England Guild Wealth Advisors, Inc.
- $190 Million
- Q4 2022
A detailed history of New England Guild Wealth Advisors, Inc. transactions in Vanguard stock. As of the latest transaction made, New England Guild Wealth Advisors, Inc. holds 12,280 shares of VGSH stock, worth $719,239. This represents 0.37% of its overall portfolio holdings.
Number of Shares
12,280
Previous 13,431
8.57%
Holding current value
$719,239
Previous $776,000
8.51%
% of portfolio
0.37%
Previous 0.47%
Shares
17 transactions
Others Institutions Holding VGSH
# of Institutions
900Shares Held
233MCall Options Held
15.1KPut Options Held
44K-
Morgan Stanley New York, NY20.9MShares$1.23 Billion0.1% of portfolio
-
Jpmorgan Chase & CO New York, NY19.4MShares$1.14 Billion0.1% of portfolio
-
Goldman Sachs Group Inc New York, NY7.99MShares$468 Million0.08% of portfolio
-
Orgel Wealth Management, LLC6.84MShares$401 Million11.09% of portfolio
-
Envestnet Asset Management Inc6.57MShares$385 Million0.14% of portfolio