Wiser Advisor Group LLC Vanguard Transaction History

Wiser Advisor Group LLC

$63.6 Billion
Q2 2024

A detailed history of Wiser Advisor Group LLC transactions in Vanguard stock. As of the latest transaction made, Wiser Advisor Group LLC holds 11 shares of VGSH stock, worth $649. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$649

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 14, 2024	BUY	$57.55 - $58.0 $633 - $638	11 New	11 $582,000

Others Institutions Holding VGSH

# of Institutions

902

Shares Held

232M

Call Options Held

15.1K

Put Options Held

44K

Morgan Stanley New York, NY

20.9M
Shares

$1.24 Billion
0.1% of portfolio
Jpmorgan Chase & CO New York, NY

19.4M
Shares

$1.15 Billion
0.1% of portfolio
Goldman Sachs Group Inc New York, NY

7.99M
Shares

$472 Million
0.08% of portfolio
Orgel Wealth Management, LLC

6.84M
Shares

$404 Million
11.09% of portfolio
Envestnet Asset Management Inc

6.57M
Shares

$388 Million
0.14% of portfolio

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About VANGUARD

Ticker VGSH
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