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 $4.35 Million. This represents 5.58% of its overall portfolio holdings.
Number of Shares
74,838
Previous 74,887
0.07%
Holding current value
$4.35 Million
Previous $4.37 Million
0.53%
% of portfolio
5.58%
Previous 6.06%
Shares
3 transactions
Others Institutions Holding VGSH
# of Institutions
919Shares Held
231MCall Options Held
21.5KPut Options Held
32.6K-
Morgan Stanley New York, NY20.6MShares$1.19 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY14.3MShares$829 Million0.07% of portfolio
-
Orgel Wealth Management, LLC7.17MShares$417 Million10.99% of portfolio
-
Goldman Sachs Group Inc New York, NY6.72MShares$390 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.59MShares$383 Million0.03% of portfolio