Sheets Smith Investment Management Vanguard Transaction History
Sheets Smith Investment Management
- $89.3 Million
- Q4 2022
A detailed history of Sheets Smith Investment Management transactions in Vanguard stock. As of the latest transaction made, Sheets Smith Investment Management holds 50,206 shares of VGSH stock, worth $2.9 Million. This represents 3.25% of its overall portfolio holdings.
Number of Shares
50,206
Previous 56,617
11.32%
Holding current value
$2.9 Million
Previous $3.32 Million
12.7%
% of portfolio
3.25%
Previous 3.86%
Shares
4 transactions
Others Institutions Holding VGSH
# of Institutions
886Shares 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