Woodside Wealth Management LLC Vanguard Transaction History

Woodside Wealth Management LLC

$108 Billion
Q1 2025

A detailed history of Woodside Wealth Management LLC transactions in Vanguard stock. As of the latest transaction made, Woodside Wealth Management LLC holds 2,300 shares of VGSH stock, worth $135,585. This represents 0.13% of its overall portfolio holdings.

Number of Shares

2,300

Holding current value

$135,585

% of portfolio

0.13%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 01, 2025	BUY	$58.07 - $58.69 $133,561 - $134,987	2,300 New	2,300 $135 Million

Others Institutions Holding VGSH

# of Institutions

1,016

Shares Held

266M

Call Options Held

5.1K

Put Options Held

1.3K

Jpmorgan Chase & CO New York, NY

37.6M
Shares

$2.22 Billion
0.18% of portfolio
Morgan Stanley New York, NY

21.9M
Shares

$1.29 Billion
0.09% of portfolio
Horizon Financial Services, LLC

11M
Shares

$647 Million
4.32% of portfolio
Orgel Wealth Management, LLC

7.54M
Shares

$444 Million
12.2% of portfolio
Bank Of America Corp Charlotte, NC

7.13M
Shares

$420 Million
0.04% of portfolio

View Full List

About VANGUARD

Ticker VGSH
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Woodside Wealth Management LLC Vanguard Transaction History