Aj Wealth Strategies, LLC Vanguard Transaction History
Aj Wealth Strategies, LLC
- $2.07 Billion
- Q2 2023
A detailed history of Aj Wealth Strategies, LLC transactions in Vanguard stock. As of the latest transaction made, Aj Wealth Strategies, LLC holds 6,929 shares of VGSH stock, worth $404,722. This represents 0.02% of its overall portfolio holdings.
Number of Shares
6,929
Previous 6,929
-0.0%
Holding current value
$404,722
Previous $405,000
1.23%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding VGSH
# of Institutions
935Shares Held
230MCall Options Held
21.5KPut Options Held
32.6K-
Morgan Stanley New York, NY20.6MShares$1.2 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY14.3MShares$833 Million0.07% of portfolio
-
Orgel Wealth Management, LLC7.41MShares$433 Million11.67% of portfolio
-
Goldman Sachs Group Inc New York, NY6.72MShares$392 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.59MShares$385 Million0.03% of portfolio