Accurate Wealth Management, LLC Vanguard Transaction History
Accurate Wealth Management, LLC
- $482 Million
- Q1 2025
A detailed history of Accurate Wealth Management, LLC transactions in Vanguard stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 51,535 shares of VGSH stock, worth $3.03 Million. This represents 0.63% of its overall portfolio holdings.
Number of Shares
51,535
Previous 43,312
18.99%
Holding current value
$3.03 Million
Previous $2.52 Million
20.05%
% of portfolio
0.63%
Previous 0.52%
Shares
10 transactions
Others Institutions Holding VGSH
# of Institutions
1,002Shares Held
254MCall Options Held
5.1KPut Options Held
1.3K-
Jpmorgan Chase & CO New York, NY37.6MShares$2.21 Billion0.18% of portfolio
-
Morgan Stanley New York, NY21.9MShares$1.28 Billion0.09% of portfolio
-
Orgel Wealth Management, LLC7.54MShares$442 Million12.2% of portfolio
-
Bank Of America Corp Charlotte, NC7.13MShares$419 Million0.04% of portfolio
-
Northern Trust Corp Chicago, IL5.84MShares$343 Million0.05% of portfolio