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 $28.2 Million. This represents 6.87% of its overall portfolio holdings.
Number of Shares
484,487
Previous 517,108
6.31%
Holding current value
$28.2 Million
Previous $29.8 Million
5.12%
% of portfolio
6.87%
Previous 7.98%
Shares
16 transactions
Others Institutions Holding VGSH
# of Institutions
917Shares Held
232MCall Options Held
21.5KPut Options Held
32.6K-
Morgan Stanley New York, NY20.6MShares$1.2 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY14.3MShares$832 Million0.07% of portfolio
-
Orgel Wealth Management, LLC7.17MShares$418 Million10.99% of portfolio
-
Goldman Sachs Group Inc New York, NY6.72MShares$391 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.59MShares$384 Million0.03% of portfolio