Accredited Wealth Management, LLC Vanguard Transaction History
Accredited Wealth Management, LLC
- $134 Billion
- Q3 2025
A detailed history of Accredited Wealth Management, LLC transactions in Vanguard stock. As of the latest transaction made, Accredited Wealth Management, LLC holds 5,060 shares of VGSH stock, worth $297,123. This represents 3.61% of its overall portfolio holdings.
Number of Shares
5,060
Previous 75,462
93.29%
Holding current value
$297,123
Previous $4.44 Billion
9.24%
% of portfolio
3.61%
Previous 3.59%
Shares
4 transactions
Others Institutions Holding VGSH
# of Institutions
1,065Shares Held
267MCall Options Held
3.3KPut Options Held
0-
Jpmorgan Chase & CO New York, NY25.6MShares$1.5 Billion0.1% of portfolio
-
Morgan Stanley New York, NY22.1MShares$1.3 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC9.9MShares$581 Million0.04% of portfolio
-
Northern Trust Corp Chicago, IL8.09MShares$475 Million0.06% of portfolio
-
Orgel Wealth Management, LLC7.53MShares$442 Million10.66% of portfolio