Wellington Wealth Strategies, Llc. Vanguard Transaction History
Wellington Wealth Strategies, Llc.
- $110 Billion
- Q4 2024
A detailed history of Wellington Wealth Strategies, Llc. transactions in Vanguard stock. As of the latest transaction made, Wellington Wealth Strategies, Llc. holds 14,365 shares of VGSH stock, worth $846,816. This represents 0.76% of its overall portfolio holdings.
Number of Shares
14,365
Previous 9,465
51.77%
Holding current value
$846,816
Previous $554 Million
50.99%
% of portfolio
0.76%
Previous 0.42%
Shares
4 transactions
Others Institutions Holding VGSH
# of Institutions
1,014Shares Held
265MCall Options Held
5.1KPut Options Held
1.3K-
Jpmorgan Chase & CO New York, NY37.6MShares$2.22 Billion0.18% of portfolio
-
Morgan Stanley New York, NY21.9MShares$1.29 Billion0.09% of portfolio
-
Horizon Financial Services, LLC11MShares$647 Million4.32% of portfolio
-
Orgel Wealth Management, LLC7.54MShares$444 Million12.2% of portfolio
-
Bank Of America Corp Charlotte, NC7.13MShares$420 Million0.04% of portfolio