Sterling Investment Management, LLC Vanguard Transaction History
Sterling Investment Management, LLC
- $126 Million
- Q2 2024
A detailed history of Sterling Investment Management, LLC transactions in Vanguard stock. As of the latest transaction made, Sterling Investment Management, LLC holds 14,285 shares of VGSH stock, worth $839,815. This represents 0.66% of its overall portfolio holdings.
Number of Shares
14,285
Previous 16,754
14.74%
Holding current value
$839,815
Previous $972,000
14.81%
% of portfolio
0.66%
Previous 0.72%
Shares
7 transactions
Others Institutions Holding VGSH
# of Institutions
901Shares Held
232MCall Options Held
15.1KPut Options Held
44K-
Morgan Stanley New York, NY20.9MShares$1.23 Billion0.1% of portfolio
-
Jpmorgan Chase & CO New York, NY19.4MShares$1.14 Billion0.1% of portfolio
-
Goldman Sachs Group Inc New York, NY7.99MShares$470 Million0.08% of portfolio
-
Orgel Wealth Management, LLC6.84MShares$402 Million11.09% of portfolio
-
Envestnet Asset Management Inc6.57MShares$386 Million0.14% of portfolio