Websterrogers Financial Advisors, LLC Vanguard Transaction History
Websterrogers Financial Advisors, LLC
- $274 Million
- Q1 2024
A detailed history of Websterrogers Financial Advisors, LLC transactions in Vanguard stock. As of the latest transaction made, Websterrogers Financial Advisors, LLC holds 198,118 shares of VGSH stock, worth $11.5 Million. This represents 4.2% of its overall portfolio holdings.
Number of Shares
198,118
Previous 32,238
514.55%
Holding current value
$11.5 Million
Previous $1.88 Million
511.91%
% of portfolio
4.2%
Previous 0.81%
Shares
3 transactions
Others Institutions Holding VGSH
# of Institutions
883Shares 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