Mb Generational Wealth, LLC Vanguard Transaction History

Mb Generational Wealth, LLC

$136 Billion
Q4 2024

A detailed history of Mb Generational Wealth, LLC transactions in Vanguard stock. As of the latest transaction made, Mb Generational Wealth, LLC holds 34,386 shares of VGSH stock, worth $2 Million. This represents 1.47% of its overall portfolio holdings.

Number of Shares

34,386

Holding current value

$2 Million

% of portfolio

1.47%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 03, 2025	BUY	$58.02 - $58.88 $2 Million - $2.02 Million	34,386 New	34,386 $2 Billion

Others Institutions Holding VGSH

# of Institutions

952

Shares Held

256M

Call Options Held

21.5K

Put Options Held

Jpmorgan Chase & CO New York, NY

37.6M
Shares

$2.19 Billion
0.18% of portfolio
Morgan Stanley New York, NY

20.6M
Shares

$1.19 Billion
0.09% of portfolio
Orgel Wealth Management, LLC

7.41M
Shares

$431 Million
11.67% of portfolio
Bank Of America Corp Charlotte, NC

6.59M
Shares

$383 Million
0.03% of portfolio
Northern Trust Corp Chicago, IL

5.4M
Shares

$314 Million
0.05% of portfolio

View Full List

About VANGUARD

Ticker VGSH
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Mb Generational Wealth, LLC Vanguard Transaction History