Roth Financial Partners LLC Vanguard Transaction History
Roth Financial Partners LLC
- $232 Million
- Q2 2024
A detailed history of Roth Financial Partners LLC transactions in Vanguard stock. As of the latest transaction made, Roth Financial Partners LLC holds 11,967 shares of VGSH stock, worth $692,290. This represents 0.3% of its overall portfolio holdings.
Number of Shares
11,967
Previous 3,977
200.91%
Holding current value
$692,290
Previous $230,000
201.3%
% of portfolio
0.3%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding VGSH
# of Institutions
887Shares Held
240MCall Options Held
39.3KPut Options Held
58.6K-
Jpmorgan Chase & CO New York, NY32.9MShares$1.9 Billion0.17% of portfolio
-
Morgan Stanley New York, NY21.8MShares$1.26 Billion0.1% of portfolio
-
Goldman Sachs Group Inc New York, NY6.85MShares$396 Million0.07% of portfolio
-
Orgel Wealth Management, LLC6.81MShares$394 Million11.23% of portfolio
-
Envestnet Asset Management Inc6.73MShares$389 Million0.15% of portfolio