Valley Financial Group, Inc. Vanguard Transaction History
Valley Financial Group, Inc.
- $136 Billion
- Q2 2024
A detailed history of Valley Financial Group, Inc. transactions in Vanguard stock. As of the latest transaction made, Valley Financial Group, Inc. holds 74,132 shares of VGSH stock, worth $4.34 Million. This represents 3.16% of its overall portfolio holdings.
Number of Shares
74,132
Previous 76,280
2.82%
Holding current value
$4.34 Million
Previous $4.43 Billion
2.95%
% of portfolio
3.16%
Previous 3.37%
Shares
3 transactions
Others Institutions Holding VGSH
# of Institutions
900Shares Held
233MCall Options Held
15.1KPut Options Held
44K-
Morgan Stanley New York, NY20.9MShares$1.23 Billion0.1% of portfolio
-
Jpmorgan Chase & CO New York, NY19.4MShares$1.14 Billion0.1% of portfolio
-
Goldman Sachs Group Inc New York, NY7.99MShares$468 Million0.08% of portfolio
-
Orgel Wealth Management, LLC6.84MShares$401 Million11.09% of portfolio
-
Envestnet Asset Management Inc6.57MShares$385 Million0.14% of portfolio