Values First Advisors, Inc. Vanguard Transaction History
Values First Advisors, Inc.
- $177 Million
- Q4 2024
A detailed history of Values First Advisors, Inc. transactions in Vanguard stock. As of the latest transaction made, Values First Advisors, Inc. holds 131,094 shares of VGSH stock, worth $7.69 Million. This represents 4.31% of its overall portfolio holdings.
Number of Shares
131,094
Previous 157,942
17.0%
Holding current value
$7.69 Million
Previous $9.32 Million
18.17%
% of portfolio
4.31%
Previous 5.12%
Shares
21 transactions
Others Institutions Holding VGSH
# of Institutions
981Shares Held
255MCall Options Held
5.1KPut Options Held
1.3K-
Jpmorgan Chase & CO New York, NY37.6MShares$2.21 Billion0.18% of portfolio
-
Morgan Stanley New York, NY21.9MShares$1.28 Billion0.09% of portfolio
-
Orgel Wealth Management, LLC7.41MShares$435 Million11.67% of portfolio
-
Bank Of America Corp Charlotte, NC7.13MShares$418 Million0.04% of portfolio
-
Northern Trust Corp Chicago, IL5.84MShares$342 Million0.05% of portfolio