Vision Point Advisory Group, LLC Vanguard Transaction History
Vision Point Advisory Group, LLC
- $473 Million
- Q3 2025
A detailed history of Vision Point Advisory Group, LLC transactions in Vanguard stock. As of the latest transaction made, Vision Point Advisory Group, LLC holds 4,093 shares of VGSH stock, worth $240,873. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,093Holding current value
$240,873% of portfolio
0.05%Shares
7 transactions
Others Institutions Holding VGSH
# of Institutions
1,064Shares 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$1.21 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC8.74MShares$514 Million0.04% of portfolio
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Orgel Wealth Management, LLC7.53MShares$443 Million10.66% of portfolio
-
Northern Trust Corp Chicago, IL6.69MShares$394 Million0.06% of portfolio