Values First Advisors, Inc. Vanguard Transaction History
Values First Advisors, Inc.
- $166 Million
- Q1 2025
A detailed history of Values First Advisors, Inc. transactions in Vanguard stock. As of the latest transaction made, Values First Advisors, Inc. holds 131,741 shares of VGSH stock, worth $7.73 Million. This represents 4.66% of its overall portfolio holdings.
Number of Shares
131,741
Previous 131,094
0.49%
Holding current value
$7.73 Million
Previous $7.63 Million
1.36%
% of portfolio
4.66%
Previous 4.31%
Shares
22 transactions
Others Institutions Holding VGSH
# of Institutions
1,025Shares Held
272MCall Options Held
6.2KPut Options Held
400-
Jpmorgan Chase & CO New York, NY43.5MShares$2.55 Billion0.2% of portfolio
-
Morgan Stanley New York, NY22.3MShares$1.3 Billion0.1% of portfolio
-
Orgel Wealth Management, LLC7.54MShares$442 Million12.2% of portfolio
-
Bank Of America Corp Charlotte, NC6.91MShares$405 Million0.03% of portfolio
-
Northern Trust Corp Chicago, IL6.27MShares$367 Million0.06% of portfolio