Wbh Advisory Inc Vanguard Transaction History
Wbh Advisory Inc
- $964 Million
- Q1 2024
A detailed history of Wbh Advisory Inc transactions in Vanguard stock. As of the latest transaction made, Wbh Advisory Inc holds 312,940 shares of VGSH stock, worth $18.1 Million. This represents 1.88% of its overall portfolio holdings.
Number of Shares
312,940
Previous 355,684
12.02%
Holding current value
$18.1 Million
Previous $20.7 Million
12.41%
% of portfolio
1.88%
Previous 2.32%
Shares
14 transactions
Others Institutions Holding VGSH
# of Institutions
887Shares Held
240MCall Options Held
39.3KPut Options Held
58.6K-
Jpmorgan Chase & CO New York, NY32.9MShares$1.91 Billion0.17% of portfolio
-
Morgan Stanley New York, NY21.8MShares$1.26 Billion0.1% of portfolio
-
Goldman Sachs Group Inc New York, NY6.85MShares$397 Million0.07% of portfolio
-
Orgel Wealth Management, LLC6.81MShares$395 Million11.23% of portfolio
-
Envestnet Asset Management Inc6.73MShares$390 Million0.15% of portfolio