Traverso Chambers Private Wealth Management, LLC Vanguard Transaction History
Traverso Chambers Private Wealth Management, LLC
- $411 Million
- Q4 2023
A detailed history of Traverso Chambers Private Wealth Management, LLC transactions in Vanguard stock. As of the latest transaction made, Traverso Chambers Private Wealth Management, LLC holds 484,487 shares of VGSH stock, worth $28.4 Million. This represents 6.87% of its overall portfolio holdings.
Number of Shares
484,487
Previous 517,108
6.31%
Holding current value
$28.4 Million
Previous $29.8 Million
5.12%
% of portfolio
6.87%
Previous 7.98%
Shares
16 transactions
Others Institutions Holding VGSH
# of Institutions
982Shares Held
259MCall 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$434 Million11.67% of portfolio
-
Bank Of America Corp Charlotte, NC7.13MShares$418 Million0.04% of portfolio
-
Northern Trust Corp Chicago, IL5.84MShares$342 Million0.05% of portfolio