Wolff Financial Management LLC Vanguard Transaction History
Wolff Financial Management LLC
- $387 Million
- Q2 2025
A detailed history of Wolff Financial Management LLC transactions in Vanguard stock. As of the latest transaction made, Wolff Financial Management LLC holds 361,736 shares of VGSH stock, worth $21.2 Million. This represents 5.49% of its overall portfolio holdings.
Number of Shares
361,736
Previous 349,867
3.39%
Holding current value
$21.2 Million
Previous $20.5 Million
3.55%
% of portfolio
5.49%
Previous 5.69%
Shares
11 transactions
Others Institutions Holding VGSH
# of Institutions
1,032Shares Held
276MCall Options Held
6.2KPut Options Held
400-
Jpmorgan Chase & CO New York, NY43.5MShares$2.55 Billion0.2% of portfolio
-
Morgan Stanley New York, NY22.3MShares$1.3 Billion0.1% of portfolio
-
Orgel Wealth Management, LLC7.3MShares$428 Million10.92% of portfolio
-
Bank Of America Corp Charlotte, NC6.91MShares$405 Million0.03% of portfolio
-
Northern Trust Corp Chicago, IL6.27MShares$367 Million0.06% of portfolio