Beaird Harris Wealth Management, LLC Vanguard Transaction History
Beaird Harris Wealth Management, LLC
- $1.01 Billion
- Q2 2024
A detailed history of Beaird Harris Wealth Management, LLC transactions in Vanguard stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 23,095 shares of VGSH stock, worth $1.35 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
23,095
Previous 27,795
16.91%
Holding current value
$1.35 Million
Previous $1.61 Million
17.04%
% of portfolio
0.13%
Previous 0.16%
Shares
5 transactions
Others Institutions Holding VGSH
# of Institutions
904Shares Held
237MCall 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$1.14 Billion0.1% of portfolio
-
Goldman Sachs Group Inc New York, NY7.99MShares$467 Million0.08% of portfolio
-
Orgel Wealth Management, LLC7.17MShares$419 Million10.99% of portfolio
-
Envestnet Asset Management Inc6.57MShares$384 Million0.14% of portfolio