Arcadia Wealth Management, LLC Vanguard Transaction History
Arcadia Wealth Management, LLC
- $198 Billion
- Q4 2024
A detailed history of Arcadia Wealth Management, LLC transactions in Vanguard stock. As of the latest transaction made, Arcadia Wealth Management, LLC holds 3,440 shares of VGSH stock, worth $200,586. This represents 0.1% of its overall portfolio holdings.
Number of Shares
3,440
Previous 3,594
4.28%
Holding current value
$200,586
Previous $212 Million
5.65%
% of portfolio
0.1%
Previous 0.11%
Shares
7 transactions
Others Institutions Holding VGSH
# of Institutions
928Shares Held
231MCall 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$832 Million0.07% of portfolio
-
Orgel Wealth Management, LLC7.41MShares$432 Million11.67% of portfolio
-
Goldman Sachs Group Inc New York, NY6.72MShares$392 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.59MShares$384 Million0.03% of portfolio