Retirement Planning Group Vanguard Transaction History
Retirement Planning Group
- $1.64 Billion
- Q2 2025
A detailed history of Retirement Planning Group transactions in Vanguard stock. As of the latest transaction made, Retirement Planning Group holds 86,860 shares of VGSH stock, worth $5.11 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
86,860
Previous 105,357
17.56%
Holding current value
$5.11 Million
Previous $6.18 Million
17.42%
% of portfolio
0.31%
Previous 0.41%
Shares
11 transactions
Others Institutions Holding VGSH
# of Institutions
1,064Shares 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$1.21 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