Values First Advisors, Inc. Vanguard Transaction History
Values First Advisors, Inc.
- $177 Million
- Q2 2025
A detailed history of Values First Advisors, Inc. transactions in Vanguard stock. As of the latest transaction made, Values First Advisors, Inc. holds 127,642 shares of VGSH stock, worth $7.51 Million. This represents 4.23% of its overall portfolio holdings.
Number of Shares
127,642
Previous 131,741
3.11%
Holding current value
$7.51 Million
Previous $7.73 Million
2.96%
% of portfolio
4.23%
Previous 4.66%
Shares
23 transactions
Others Institutions Holding VGSH
# of Institutions
1,050Shares Held
285MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY43.5MShares$2.56 Billion0.2% of portfolio
-
Morgan Stanley New York, NY20.5MShares$1.2 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC8.74MShares$514 Million0.04% of portfolio
-
Orgel Wealth Management, LLC7.3MShares$429 Million10.92% of portfolio
-
Northern Trust Corp Chicago, IL6.69MShares$394 Million0.06% of portfolio