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 $843,512. This represents 0.76% of its overall portfolio holdings.
Number of Shares
14,365
Previous 9,465
51.77%
Holding current value
$843,512
Previous $554 Million
50.99%
% of portfolio
0.76%
Previous 0.42%
Shares
4 transactions
Others Institutions Holding VGSH
# of Institutions
1,063Shares Held
268MCall Options Held
3.3KPut Options Held
0-
Jpmorgan Chase & CO New York, NY25.6MShares$1.5 Billion0.1% of portfolio
-
Morgan Stanley New York, NY22.1MShares$1.3 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC9.9MShares$581 Million0.04% of portfolio
-
Northern Trust Corp Chicago, IL8.09MShares$475 Million0.06% of portfolio
-
Orgel Wealth Management, LLC7.53MShares$442 Million10.66% of portfolio