Alaethes Wealth LLC Vanguard Transaction History
Alaethes Wealth LLC
- $236 Million
- Q2 2024
A detailed history of Alaethes Wealth LLC transactions in Vanguard stock. As of the latest transaction made, Alaethes Wealth LLC holds 417,942 shares of VGSH stock, worth $24.3 Million. This represents 10.28% of its overall portfolio holdings.
Number of Shares
417,942
Previous 190,088
119.87%
Holding current value
$24.3 Million
Previous $11 Million
119.57%
% of portfolio
10.28%
Previous 4.97%
Shares
11 transactions
Others Institutions Holding VGSH
# of Institutions
903Shares Held
236MCall 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$1.13 Billion0.1% of portfolio
-
Goldman Sachs Group Inc New York, NY7.99MShares$465 Million0.08% of portfolio
-
Orgel Wealth Management, LLC7.17MShares$418 Million10.99% of portfolio
-
Envestnet Asset Management Inc6.57MShares$383 Million0.14% of portfolio