Executive Wealth Group LLC Vanguard Transaction History
Executive Wealth Group LLC
- $480 Billion
- Q1 2024
A detailed history of Executive Wealth Group LLC transactions in Vanguard stock. As of the latest transaction made, Executive Wealth Group LLC holds 45,295 shares of VGSH stock, worth $2.65 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
45,295
Previous 15,050
200.96%
Holding current value
$2.65 Million
Previous $878 Million
200.44%
% of portfolio
0.55%
Previous 0.56%
Shares
5 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