West Chester Capital Advisors, Inc Vanguard Transaction History
West Chester Capital Advisors, Inc
- $52.2 Million
- Q3 2023
A detailed history of West Chester Capital Advisors, Inc transactions in Vanguard stock. As of the latest transaction made, West Chester Capital Advisors, Inc holds 14,147 shares of VGSH stock, worth $817,413. This represents 1.56% of its overall portfolio holdings.
Number of Shares
14,147
Previous 6,435
119.84%
Holding current value
$817,413
Previous $371,000
119.41%
% of portfolio
1.56%
Previous 0.73%
Shares
2 transactions
Others Institutions Holding VGSH
# of Institutions
886Shares Held
240MCall Options Held
39.3KPut Options Held
58.6K-
Jpmorgan Chase & CO New York, NY32.9MShares$1.9 Billion0.17% of portfolio
-
Morgan Stanley New York, NY21.8MShares$1.26 Billion0.1% of portfolio
-
Goldman Sachs Group Inc New York, NY6.85MShares$396 Million0.07% of portfolio
-
Orgel Wealth Management, LLC6.81MShares$394 Million11.23% of portfolio
-
Envestnet Asset Management Inc6.73MShares$389 Million0.15% of portfolio