Spectrum Planning & Advisory Services Inc. Vanguard Transaction History
Spectrum Planning & Advisory Services Inc.
- $148 Million
- Q3 2025
A detailed history of Spectrum Planning & Advisory Services Inc. transactions in Vanguard stock. As of the latest transaction made, Spectrum Planning & Advisory Services Inc. holds 15,565 shares of VGSH stock, worth $913,976. This represents 0.62% of its overall portfolio holdings.
Number of Shares
15,565
Previous 13,677
13.8%
Holding current value
$913,976
Previous $803,000
14.07%
% of portfolio
0.62%
Previous 0.6%
Shares
10 transactions
Others Institutions Holding VGSH
# of Institutions
1,065Shares 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