Signify Wealth Vanguard Transaction History
Signify Wealth
- $57.2 Million
- Q1 2024
A detailed history of Signify Wealth transactions in Vanguard stock. As of the latest transaction made, Signify Wealth holds 97,778 shares of VGSH stock, worth $5.69 Million. This represents 9.92% of its overall portfolio holdings.
Number of Shares
97,778
Previous 81,237
20.36%
Holding current value
$5.69 Million
Previous $4.74 Million
19.82%
% of portfolio
9.92%
Previous 7.52%
Shares
3 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