Uptown Financial Advisors LLC Vanguard Transaction History

Uptown Financial Advisors LLC

$92.7 Billion
Q4 2024

A detailed history of Uptown Financial Advisors LLC transactions in Vanguard stock. As of the latest transaction made, Uptown Financial Advisors LLC holds 4,625 shares of VGSH stock, worth $271,857. This represents 0.29% of its overall portfolio holdings.

Number of Shares

4,625

Holding current value

$271,857

% of portfolio

0.29%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Apr 29, 2025	BUY	$58.02 - $58.88 $268,342 - $272,320	4,625 New	4,625 $269 Million

Others Institutions Holding VGSH

# of Institutions

1,009

Shares Held

265M

Call Options Held

5.1K

Put Options Held

1.3K

Jpmorgan Chase & CO New York, NY

37.6M
Shares

$2.21 Billion
0.18% of portfolio
Morgan Stanley New York, NY

21.9M
Shares

$1.29 Billion
0.09% of portfolio
Horizon Financial Services, LLC

11M
Shares

$645 Million
4.32% of portfolio
Orgel Wealth Management, LLC

7.54M
Shares

$443 Million
12.2% of portfolio
Bank Of America Corp Charlotte, NC

7.13M
Shares

$419 Million
0.04% of portfolio

View Full List

About VANGUARD

Ticker VGSH
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Uptown Financial Advisors LLC Vanguard Transaction History