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
900Shares Held
233MCall 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$468 Million0.08% of portfolio
-
Orgel Wealth Management, LLC6.84MShares$401 Million11.09% of portfolio
-
Envestnet Asset Management Inc6.57MShares$385 Million0.14% of portfolio