Signify Wealth Vanguard Transaction History
Signify Wealth
- $84.6 Million
- Q4 2024
A detailed history of Signify Wealth transactions in Vanguard stock. As of the latest transaction made, Signify Wealth holds 132,253 shares of VGSH stock, worth $7.77 Million. This represents 9.1% of its overall portfolio holdings.
Number of Shares
132,253
Previous 123,083
7.45%
Holding current value
$7.77 Million
Previous $7.26 Million
5.92%
% of portfolio
9.1%
Previous 9.35%
Shares
6 transactions
Others Institutions Holding VGSH
# of Institutions
1,063Shares Held
267MCall Options Held
3.3KPut Options Held
0-
Jpmorgan Chase & CO New York, NY25.6MShares$1.5 Billion0.1% of portfolio
-
Morgan Stanley New York, NY22.1MShares$1.3 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC9.9MShares$581 Million0.04% of portfolio
-
Northern Trust Corp Chicago, IL8.09MShares$475 Million0.06% of portfolio
-
Orgel Wealth Management, LLC7.53MShares$442 Million10.66% of portfolio