B.O.S.S. Retirement Advisors, LLC Vanguard Transaction History
B.O.S.S. Retirement Advisors, LLC
- $418 Billion
- Q3 2025
A detailed history of B.O.S.S. Retirement Advisors, LLC transactions in Vanguard stock. As of the latest transaction made, B.O.S.S. Retirement Advisors, LLC holds 67,440 shares of VGSH stock, worth $3.96 Million. This represents 0.95% of its overall portfolio holdings.
Number of Shares
67,440
Previous 76,983
12.4%
Holding current value
$3.96 Million
Previous $4.53 Billion
12.29%
% of portfolio
0.95%
Previous 1.14%
Shares
13 transactions
Others Institutions Holding VGSH
# of Institutions
1,062Shares Held
267MCall Options Held
3.3KPut Options Held
0-
Jpmorgan Chase & CO New York, NY25.6MShares$1.5 Billion0.1% of portfolio
-
Morgan Stanley New York, NY22.1MShares$1.3 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC9.9MShares$581 Million0.04% of portfolio
-
Northern Trust Corp Chicago, IL8.09MShares$475 Million0.06% of portfolio
-
Orgel Wealth Management, LLC7.53MShares$442 Million10.66% of portfolio