Aegis Wealth Management LLC Vanguard Transaction History
Aegis Wealth Management LLC
- $148 Billion
- Q4 2024
A detailed history of Aegis Wealth Management LLC transactions in Vanguard stock. As of the latest transaction made, Aegis Wealth Management LLC holds 75,747 shares of VGSH stock, worth $4.43 Million. This represents 2.98% of its overall portfolio holdings.
Number of Shares
75,747Holding current value
$4.43 Million% of portfolio
2.98%Shares
1 transactions
Others Institutions Holding VGSH
# of Institutions
982Shares Held
263MCall Options Held
5.1KPut Options Held
1.3K-
Jpmorgan Chase & CO New York, NY37.6MShares$2.2 Billion0.18% of portfolio
-
Morgan Stanley New York, NY21.9MShares$1.28 Billion0.09% of portfolio
-
Orgel Wealth Management, LLC7.41MShares$433 Million11.67% of portfolio
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Bank Of America Corp Charlotte, NC7.13MShares$417 Million0.04% of portfolio
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Northern Trust Corp Chicago, IL5.84MShares$341 Million0.05% of portfolio