Financial Plan, Inc. Vanguard Transaction History
Financial Plan, Inc.
- $871 Billion
- Q4 2025
A detailed history of Financial Plan, Inc. transactions in Vanguard stock. As of the latest transaction made, Financial Plan, Inc. holds 115,968 shares of VGSH stock, worth $6.81 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
115,968Holding current value
$6.81 Million% of portfolio
0.78%Shares
1 transactions
Others Institutions Holding VGSH
# of Institutions
1,073Shares Held
269MCall Options Held
3.3KPut Options Held
0-
Jpmorgan Chase & CO New York, NY25.6MShares$1.5 Billion0.1% of portfolio
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Morgan Stanley New York, NY22.1MShares$1.3 Billion0.08% of portfolio
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Bank Of America Corp Charlotte, NC9.9MShares$581 Million0.04% of portfolio
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Northern Trust Corp Chicago, IL8.09MShares$475 Million0.06% of portfolio
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Orgel Wealth Management, LLC8.08MShares$474 Million11.18% of portfolio