Verity Wealth Advisors Vanguard Transaction History
Verity Wealth Advisors
- $142 Million
- Q3 2024
A detailed history of Verity Wealth Advisors transactions in Vanguard stock. As of the latest transaction made, Verity Wealth Advisors holds 20,309 shares of VGSH stock, worth $1.18 Million. This represents 0.84% of its overall portfolio holdings.
Number of Shares
20,309
Previous 19,066
6.52%
Holding current value
$1.18 Million
Previous $1.11 Million
8.42%
% of portfolio
0.84%
Previous 0.83%
Shares
16 transactions
Others Institutions Holding VGSH
# of Institutions
918Shares Held
232MCall Options Held
21.5KPut Options Held
32.6K-
Morgan Stanley New York, NY20.6MShares$1.19 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY14.3MShares$829 Million0.07% of portfolio
-
Orgel Wealth Management, LLC7.17MShares$416 Million10.99% of portfolio
-
Goldman Sachs Group Inc New York, NY6.72MShares$390 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.59MShares$383 Million0.03% of portfolio