Values First Advisors, Inc. Vanguard Transaction History
Values First Advisors, Inc.
- $169 Million
- Q1 2024
A detailed history of Values First Advisors, Inc. transactions in Vanguard stock. As of the latest transaction made, Values First Advisors, Inc. holds 76,619 shares of VGSH stock, worth $4.44 Million. This represents 2.63% of its overall portfolio holdings.
Number of Shares
76,619
Previous 72,936
5.05%
Holding current value
$4.44 Million
Previous $4.25 Million
4.58%
% of portfolio
2.63%
Previous 2.58%
Shares
18 transactions
Others Institutions Holding VGSH
# of Institutions
887Shares Held
240MCall Options Held
39.3KPut Options Held
58.6K-
Jpmorgan Chase & CO New York, NY32.9MShares$1.91 Billion0.17% of portfolio
-
Morgan Stanley New York, NY21.8MShares$1.26 Billion0.1% of portfolio
-
Goldman Sachs Group Inc New York, NY6.85MShares$397 Million0.07% of portfolio
-
Orgel Wealth Management, LLC6.81MShares$395 Million11.23% of portfolio
-
Envestnet Asset Management Inc6.73MShares$390 Million0.15% of portfolio