Roxbury Financial LLC Vanguard Transaction History

Roxbury Financial LLC

$104 Billion
Q4 2024

A detailed history of Roxbury Financial LLC transactions in Vanguard stock. As of the latest transaction made, Roxbury Financial LLC holds 1,720 shares of VGSH stock, worth $100,585. This represents 0.1% of its overall portfolio holdings.

Number of Shares

1,720

Holding current value

$100,585

% of portfolio

0.1%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 30, 2025	BUY	$58.02 - $58.88 $99,794 - $101,273	1,720 New	1,720 $101 Million

Others Institutions Holding VGSH

# of Institutions

982

Shares Held

259M

Call Options Held

5.1K

Put Options Held

1.3K

Jpmorgan Chase & CO New York, NY

37.6M
Shares

$2.2 Billion
0.18% of portfolio
Morgan Stanley New York, NY

21.9M
Shares

$1.28 Billion
0.09% of portfolio
Orgel Wealth Management, LLC

7.41M
Shares

$433 Million
11.67% of portfolio
Bank Of America Corp Charlotte, NC

7.13M
Shares

$417 Million
0.04% of portfolio
Northern Trust Corp Chicago, IL

5.84M
Shares

$341 Million
0.05% of portfolio

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