Phillips Financial Management, LLC Vanguard Transaction History
Phillips Financial Management, LLC
- $1.25 Billion
- Q3 2024
A detailed history of Phillips Financial Management, LLC transactions in Vanguard stock. As of the latest transaction made, Phillips Financial Management, LLC holds 857 shares of VGSH stock, worth $50,023. This represents 0.0% of its overall portfolio holdings.
Number of Shares
857
Previous 857
-0.0%
Holding current value
$50,023
Previous $49,000
2.04%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding VGSH
# of Institutions
916Shares 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$833 Million0.07% of portfolio
-
Orgel Wealth Management, LLC7.17MShares$419 Million10.99% of portfolio
-
Goldman Sachs Group Inc New York, NY6.72MShares$392 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.59MShares$385 Million0.03% of portfolio