Valued Retirements, Inc. Vanguard Transaction History

Valued Retirements, Inc.

$72.6 Billion
Q3 2024

A detailed history of Valued Retirements, Inc. transactions in Vanguard stock. As of the latest transaction made, Valued Retirements, Inc. holds 3,400 shares of VGSH stock, worth $197,812. This represents 0.28% of its overall portfolio holdings.

Number of Shares

3,400

Holding current value

$197,812

% of portfolio

0.28%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 14, 2024	BUY	$57.74 - $59.13 $196,316 - $201,042	3,400 New	3,400 $201 Million

Others Institutions Holding VGSH

# of Institutions

917

Shares Held

232M

Call Options Held

21.5K

Put Options Held

32.6K

Morgan Stanley New York, NY

20.6M
Shares

$1.2 Billion
0.09% of portfolio
Jpmorgan Chase & CO New York, NY

14.3M
Shares

$830 Million
0.07% of portfolio
Orgel Wealth Management, LLC

7.17M
Shares

$417 Million
10.99% of portfolio
Goldman Sachs Group Inc New York, NY

6.72M
Shares

$391 Million
0.07% of portfolio
Bank Of America Corp Charlotte, NC

6.59M
Shares

$384 Million
0.03% of portfolio

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About VANGUARD

Ticker VGSH
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Valued Retirements, Inc. Vanguard Transaction History