Asset Dedication, LLC Vanguard Transaction History
Asset Dedication, LLC
- $1.25 Billion
- Q4 2024
A detailed history of Asset Dedication, LLC transactions in Vanguard stock. As of the latest transaction made, Asset Dedication, LLC holds 224 shares of VGSH stock, worth $13,050. This represents 0.0% of its overall portfolio holdings.
Number of Shares
224
Previous 224
-0.0%
Holding current value
$13,050
Previous $13,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding VGSH
# of Institutions
965Shares Held
261MCall Options Held
11KPut Options Held
6K-
Jpmorgan Chase & CO New York, NY37.6MShares$2.19 Billion0.18% of portfolio
-
Morgan Stanley New York, NY21.9MShares$1.27 Billion0.09% of portfolio
-
Orgel Wealth Management, LLC7.41MShares$432 Million11.67% of portfolio
-
Bank Of America Corp Charlotte, NC7.13MShares$415 Million0.04% of portfolio
-
Northern Trust Corp Chicago, IL5.84MShares$340 Million0.05% of portfolio