Vsm Wealth Advisory, LLC Vanguard Transaction History
Vsm Wealth Advisory, LLC
- $278 Billion
- Q1 2025
A detailed history of Vsm Wealth Advisory, LLC transactions in Vanguard stock. As of the latest transaction made, Vsm Wealth Advisory, LLC holds 1,297 shares of VGSH stock, worth $75,887. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,297
Previous 1,530
15.23%
Holding current value
$75,887
Previous $89 Million
14.49%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding VGSH
# of Institutions
1,025Shares 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$404 Million0.03% of portfolio
-
Northern Trust Corp Chicago, IL6.27MShares$367 Million0.06% of portfolio