Retirement Planning Group Vanguard Transaction History
Retirement Planning Group
- $1.58 Billion
- Q3 2024
A detailed history of Retirement Planning Group transactions in Vanguard stock. As of the latest transaction made, Retirement Planning Group holds 116,009 shares of VGSH stock, worth $6.76 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
116,009
Previous 118,822
2.37%
Holding current value
$6.76 Million
Previous $6.89 Million
0.64%
% of portfolio
0.43%
Previous 0.49%
Shares
8 transactions
Others Institutions Holding VGSH
# of Institutions
903Shares Held
236MCall Options Held
15.1KPut Options Held
70.6K-
Morgan Stanley New York, NY20.9MShares$1.22 Billion0.1% of portfolio
-
Jpmorgan Chase & CO New York, NY19.4MShares$1.13 Billion0.1% of portfolio
-
Goldman Sachs Group Inc New York, NY7.99MShares$465 Million0.08% of portfolio
-
Orgel Wealth Management, LLC7.17MShares$418 Million10.99% of portfolio
-
Envestnet Asset Management Inc6.57MShares$383 Million0.14% of portfolio