Vision Point Advisory Group, LLC Vanguard Transaction History
Vision Point Advisory Group, LLC
- $485 Million
- Q4 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 4,458 shares of VGSH stock, worth $261,773. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,458
Previous 4,093
8.92%
Holding current value
$261,773
Previous $240,000
8.75%
% of portfolio
0.05%
Previous 0.05%
Shares
8 transactions
Others Institutions Holding VGSH
# of Institutions
1,063Shares Held
267MCall Options Held
3.3KPut Options Held
0-
Jpmorgan Chase & CO New York, NY25.6MShares$1.5 Billion0.1% of portfolio
-
Morgan Stanley New York, NY22.1MShares$1.3 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC9.9MShares$581 Million0.04% of portfolio
-
Northern Trust Corp Chicago, IL8.09MShares$475 Million0.06% of portfolio
-
Orgel Wealth Management, LLC8.08MShares$474 Million11.18% of portfolio