Pb Mares Wealth Management LLC Vanguard Transaction History
Pb Mares Wealth Management LLC
- $474 Million
- Q3 2024
A detailed history of Pb Mares Wealth Management LLC transactions in Vanguard stock. As of the latest transaction made, Pb Mares Wealth Management LLC holds 4,518 shares of VGSH stock, worth $263,309. This represents 0.06% of its overall portfolio holdings.
Number of Shares
4,518
Previous 4,430
1.99%
Holding current value
$263,309
Previous $256,000
3.91%
% of portfolio
0.06%
Previous 0.06%
Shares
7 transactions
Others Institutions Holding VGSH
# of Institutions
917Shares Held
232MCall 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$832 Million0.07% of portfolio
-
Orgel Wealth Management, LLC7.17MShares$418 Million10.99% 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