Vista Cima Wealth Management LLC Vanguard Transaction History
Vista Cima Wealth Management LLC
- $94 Billion
- Q1 2025
A detailed history of Vista Cima Wealth Management LLC transactions in Vanguard stock. As of the latest transaction made, Vista Cima Wealth Management LLC holds 15 shares of VGSH stock, worth $878. This represents 0.94% of its overall portfolio holdings.
Number of Shares
15
Previous 13,582
99.89%
Holding current value
$878
Previous $790 Million
11.24%
% of portfolio
0.94%
Previous 0.82%
Shares
3 transactions
Others Institutions Holding VGSH
# of Institutions
1,026Shares Held
272MCall Options Held
6.2KPut Options Held
400-
Jpmorgan Chase & CO New York, NY43.5MShares$2.55 Billion0.2% of portfolio
-
Morgan Stanley New York, NY22.3MShares$1.3 Billion0.1% of portfolio
-
Orgel Wealth Management, LLC7.54MShares$441 Million12.2% of portfolio
-
Bank Of America Corp Charlotte, NC6.91MShares$405 Million0.03% of portfolio
-
Northern Trust Corp Chicago, IL6.27MShares$367 Million0.06% of portfolio