Strategic Point Investment Advisors, LLC Vanguard Transaction History
Strategic Point Investment Advisors, LLC
- $614 Million
- Q4 2024
A detailed history of Strategic Point Investment Advisors, LLC transactions in Vanguard stock. As of the latest transaction made, Strategic Point Investment Advisors, LLC holds 389,847 shares of VGSH stock, worth $22.8 Million. This represents 3.7% of its overall portfolio holdings.
Number of Shares
389,847
Previous 384,895
1.29%
Holding current value
$22.8 Million
Previous $22.7 Million
0.15%
% of portfolio
3.7%
Previous 3.75%
Shares
10 transactions
Others Institutions Holding VGSH
# of Institutions
982Shares Held
263MCall Options Held
5.1KPut Options Held
1.3K-
Jpmorgan Chase & CO New York, NY37.6MShares$2.2 Billion0.18% of portfolio
-
Morgan Stanley New York, NY21.9MShares$1.28 Billion0.09% of portfolio
-
Orgel Wealth Management, LLC7.41MShares$433 Million11.67% of portfolio
-
Bank Of America Corp Charlotte, NC7.13MShares$417 Million0.04% of portfolio
-
Northern Trust Corp Chicago, IL5.84MShares$341 Million0.05% of portfolio