Websterrogers Financial Advisors, LLC Vanguard Transaction History
Websterrogers Financial Advisors, LLC
- $279 Million
- Q3 2024
A detailed history of Websterrogers Financial Advisors, LLC transactions in Vanguard stock. As of the latest transaction made, Websterrogers Financial Advisors, LLC holds 203,863 shares of VGSH stock, worth $11.9 Million. This represents 4.31% of its overall portfolio holdings.
Number of Shares
203,863
Previous 215,831
5.55%
Holding current value
$11.9 Million
Previous $12.5 Million
3.88%
% of portfolio
4.31%
Previous 4.57%
Shares
5 transactions
Others Institutions Holding VGSH
# of Institutions
913Shares Held
231MCall Options Held
21.5KPut Options Held
32.6K-
Morgan Stanley New York, NY20.6MShares$1.2 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY14.3MShares$830 Million0.07% of portfolio
-
Orgel Wealth Management, LLC7.17MShares$417 Million10.99% of portfolio
-
Goldman Sachs Group Inc New York, NY6.72MShares$391 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.59MShares$383 Million0.03% of portfolio