Wealth Dimensions Group, Ltd. Vanguard Transaction History
Wealth Dimensions Group, Ltd.
- $408 Million
- Q4 2024
A detailed history of Wealth Dimensions Group, Ltd. transactions in Vanguard stock. As of the latest transaction made, Wealth Dimensions Group, Ltd. holds 718,843 shares of VGSH stock, worth $42.3 Million. This represents 10.26% of its overall portfolio holdings.
Number of Shares
718,843
Previous 693,782
3.61%
Holding current value
$42.3 Million
Previous $40.9 Million
2.14%
% of portfolio
10.26%
Previous 10.39%
Shares
11 transactions
Others Institutions Holding VGSH
# of Institutions
1,003Shares Held
254MCall Options Held
5.1KPut Options Held
1.3K-
Jpmorgan Chase & CO New York, NY37.6MShares$2.21 Billion0.18% of portfolio
-
Morgan Stanley New York, NY21.9MShares$1.29 Billion0.09% of portfolio
-
Orgel Wealth Management, LLC7.54MShares$443 Million12.2% of portfolio
-
Bank Of America Corp Charlotte, NC7.13MShares$419 Million0.04% of portfolio
-
Northern Trust Corp Chicago, IL5.84MShares$343 Million0.05% of portfolio