Wealth Dimensions Group, Ltd. Vanguard Transaction History
Wealth Dimensions Group, Ltd.
- $418 Million
- Q1 2025
A detailed history of Wealth Dimensions Group, Ltd. transactions in Vanguard stock. As of the latest transaction made, Wealth Dimensions Group, Ltd. holds 748,434 shares of VGSH stock, worth $43.9 Million. This represents 10.5% of its overall portfolio holdings.
Number of Shares
748,434
Previous 718,843
4.12%
Holding current value
$43.9 Million
Previous $41.8 Million
5.03%
% of portfolio
10.5%
Previous 10.26%
Shares
12 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$442 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