Viawealth, LLC Vanguard Transaction History
Viawealth, LLC
- $161 Billion
- Q2 2024
A detailed history of Viawealth, LLC transactions in Vanguard stock. As of the latest transaction made, Viawealth, LLC holds 47,922 shares of VGSH stock, worth $2.8 Million. This represents 1.72% of its overall portfolio holdings.
Number of Shares
47,922
Previous 50,007
4.17%
Holding current value
$2.8 Million
Previous $2.9 Billion
4.3%
% of portfolio
1.72%
Previous 1.82%
Shares
7 transactions
Others Institutions Holding VGSH
# of Institutions
904Shares Held
237MCall Options Held
15.1KPut Options Held
70.6K-
Morgan Stanley New York, NY20.9MShares$1.22 Billion0.1% of portfolio
-
Jpmorgan Chase & CO New York, NY19.4MShares$1.14 Billion0.1% of portfolio
-
Goldman Sachs Group Inc New York, NY7.99MShares$467 Million0.08% of portfolio
-
Orgel Wealth Management, LLC7.17MShares$419 Million10.99% of portfolio
-
Envestnet Asset Management Inc6.57MShares$384 Million0.14% of portfolio