Rockbridge Investment Management, Lcc Vanguard Transaction History
Rockbridge Investment Management, Lcc
- $682 Billion
- Q1 2024
A detailed history of Rockbridge Investment Management, Lcc transactions in Vanguard stock. As of the latest transaction made, Rockbridge Investment Management, Lcc holds 15,011 shares of VGSH stock, worth $873,039. This represents 0.13% of its overall portfolio holdings.
Number of Shares
15,011
Previous 14,787
1.51%
Holding current value
$873,039
Previous $863 Million
1.06%
% of portfolio
0.13%
Previous 0.13%
Shares
16 transactions
Others Institutions Holding VGSH
# of Institutions
893Shares Held
241MCall Options Held
39.3KPut Options Held
58.6K-
Jpmorgan Chase & CO New York, NY32.9MShares$1.91 Billion0.17% of portfolio
-
Morgan Stanley New York, NY21.8MShares$1.27 Billion0.1% of portfolio
-
Goldman Sachs Group Inc New York, NY6.85MShares$398 Million0.07% of portfolio
-
Orgel Wealth Management, LLC6.81MShares$396 Million11.23% of portfolio
-
Envestnet Asset Management Inc6.73MShares$391 Million0.15% of portfolio