B.O.S.S. Retirement Advisors, LLC Vanguard Transaction History
B.O.S.S. Retirement Advisors, LLC
- $358 Billion
- Q4 2024
A detailed history of B.O.S.S. Retirement Advisors, LLC transactions in Vanguard stock. As of the latest transaction made, B.O.S.S. Retirement Advisors, LLC holds 95,915 shares of VGSH stock, worth $5.58 Million. This represents 1.56% of its overall portfolio holdings.
Number of Shares
95,915
Previous 16,860
468.89%
Holding current value
$5.58 Million
Previous $995 Million
460.78%
% of portfolio
1.56%
Previous 0.2%
Shares
10 transactions
Others Institutions Holding VGSH
# of Institutions
943Shares Held
236MCall Options Held
21.5KPut Options Held
6K-
Morgan Stanley New York, NY20.6MShares$1.2 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY14.3MShares$830 Million0.07% of portfolio
-
Orgel Wealth Management, LLC7.41MShares$431 Million11.67% of portfolio
-
Goldman Sachs Group Inc New York, NY6.72MShares$391 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.59MShares$384 Million0.03% of portfolio