Wealth Dimensions Group, Ltd. Vanguard Transaction History
Wealth Dimensions Group, Ltd.
- $339 Million
- Q1 2024
A detailed history of Wealth Dimensions Group, Ltd. transactions in Vanguard stock. As of the latest transaction made, Wealth Dimensions Group, Ltd. holds 647,249 shares of VGSH stock, worth $37.4 Million. This represents 11.1% of its overall portfolio holdings.
Number of Shares
647,249
Previous 639,058
1.28%
Holding current value
$37.4 Million
Previous $37.3 Million
0.83%
% of portfolio
11.1%
Previous 11.81%
Shares
8 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$1.9 Billion0.17% of portfolio
-
Morgan Stanley New York, NY21.8MShares$1.26 Billion0.1% of portfolio
-
Goldman Sachs Group Inc New York, NY6.85MShares$396 Million0.07% of portfolio
-
Orgel Wealth Management, LLC6.81MShares$394 Million11.23% of portfolio
-
Envestnet Asset Management Inc6.73MShares$389 Million0.15% of portfolio