White Lighthouse Investment Management Inc. Vanguard Transaction History
White Lighthouse Investment Management Inc.
- $518 Million
- Q2 2024
A detailed history of White Lighthouse Investment Management Inc. transactions in Vanguard stock. As of the latest transaction made, White Lighthouse Investment Management Inc. holds 67,591 shares of VGSH stock, worth $3.93 Million. This represents 0.76% of its overall portfolio holdings.
Number of Shares
67,591
Previous 73,455
7.98%
Holding current value
$3.93 Million
Previous $4.27 Million
8.11%
% of portfolio
0.76%
Previous 0.87%
Shares
20 transactions
Others Institutions Holding VGSH
# of Institutions
893Shares Held
241MCall Options Held
39.3KPut Options Held
58.6K-
Jpmorgan Chase & CO New York, NY32.9MShares$1.92 Billion0.17% of portfolio
-
Morgan Stanley New York, NY21.8MShares$1.27 Billion0.1% of portfolio
-
Goldman Sachs Group Inc New York, NY6.85MShares$398 Million0.07% of portfolio
-
Orgel Wealth Management, LLC6.84MShares$398 Million11.09% of portfolio
-
Envestnet Asset Management Inc6.73MShares$391 Million0.15% of portfolio