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 $4.4 Million. This represents 5.58% of its overall portfolio holdings.
Number of Shares
74,838
Previous 74,887
0.07%
Holding current value
$4.4 Million
Previous $4.37 Million
0.53%
% of portfolio
5.58%
Previous 6.06%
Shares
3 transactions
Others Institutions Holding VGSH
# of Institutions
1,059Shares Held
285MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY43.5MShares$2.56 Billion0.2% of portfolio
-
Morgan Stanley New York, NY20.5MShares$1.2 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC8.74MShares$514 Million0.04% of portfolio
-
Orgel Wealth Management, LLC7.53MShares$443 Million10.66% of portfolio
-
Northern Trust Corp Chicago, IL6.69MShares$394 Million0.06% of portfolio