Bordeaux Wealth Advisors LLC Vanguard Transaction History
Bordeaux Wealth Advisors LLC
- $619 Million
- Q4 2024
A detailed history of Bordeaux Wealth Advisors LLC transactions in Vanguard stock. As of the latest transaction made, Bordeaux Wealth Advisors LLC holds 17,140 shares of VGSH stock, worth $1 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
17,140
Previous 15,450
10.94%
Holding current value
$1 Million
Previous $898,000
11.02%
% of portfolio
0.16%
Previous 0.16%
Shares
3 transactions
Others Institutions Holding VGSH
# of Institutions
980Shares Held
262MCall Options Held
5.1KPut Options Held
1.3K-
Jpmorgan Chase & CO New York, NY37.6MShares$2.2 Billion0.18% of portfolio
-
Morgan Stanley New York, NY21.9MShares$1.28 Billion0.09% of portfolio
-
Orgel Wealth Management, LLC7.41MShares$433 Million11.67% of portfolio
-
Bank Of America Corp Charlotte, NC7.13MShares$417 Million0.04% of portfolio
-
Northern Trust Corp Chicago, IL5.84MShares$341 Million0.05% of portfolio