True Wealth Advisors, LLC Vanguard Transaction History
True Wealth Advisors, LLC
- $249 Million
- Q2 2024
A detailed history of True Wealth Advisors, LLC transactions in Vanguard stock. As of the latest transaction made, True Wealth Advisors, LLC holds 42,708 shares of VGSH stock, worth $2.52 Million. This represents 1.0% of its overall portfolio holdings.
Number of Shares
42,708
Previous 39,633
7.76%
Holding current value
$2.52 Million
Previous $2.3 Million
7.61%
% of portfolio
1.0%
Previous 0.96%
Shares
9 transactions
Others Institutions Holding VGSH
# of Institutions
901Shares Held
232MCall Options Held
15.1KPut Options Held
44K-
Morgan Stanley New York, NY20.9MShares$1.24 Billion0.1% of portfolio
-
Jpmorgan Chase & CO New York, NY19.4MShares$1.15 Billion0.1% of portfolio
-
Goldman Sachs Group Inc New York, NY7.99MShares$472 Million0.08% of portfolio
-
Orgel Wealth Management, LLC6.84MShares$405 Million11.09% of portfolio
-
Envestnet Asset Management Inc6.57MShares$389 Million0.14% of portfolio