Triad Investment Management Vanguard Transaction History
Triad Investment Management
- $77.9 Million
- Q1 2024
A detailed history of Triad Investment Management transactions in Vanguard stock. As of the latest transaction made, Triad Investment Management holds 74,838 shares of VGSH stock, worth $4.39 Million. This represents 5.58% of its overall portfolio holdings.
Number of Shares
74,838
Previous 74,887
0.07%
Holding current value
$4.39 Million
Previous $4.37 Million
0.53%
% of portfolio
5.58%
Previous 6.06%
Shares
3 transactions
Others Institutions Holding VGSH
# of Institutions
1,064Shares Held
267MCall Options Held
3.3KPut Options Held
0-
Jpmorgan Chase & CO New York, NY25.6MShares$1.5 Billion0.1% of portfolio
-
Morgan Stanley New York, NY22.1MShares$1.3 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC9.9MShares$581 Million0.04% of portfolio
-
Northern Trust Corp Chicago, IL8.09MShares$475 Million0.06% of portfolio
-
Orgel Wealth Management, LLC7.53MShares$442 Million10.66% of portfolio