Bordeaux Wealth Advisors LLC Vanguard Transaction History
Bordeaux Wealth Advisors LLC
- $551 Million
- Q3 2024
A detailed history of Bordeaux Wealth Advisors LLC transactions in Vanguard stock. As of the latest transaction made, Bordeaux Wealth Advisors LLC holds 15,450 shares of VGSH stock, worth $896,409. This represents 0.17% of its overall portfolio holdings.
Number of Shares
15,450
Previous 15,296
1.01%
Holding current value
$896,409
Previous $887,000
2.71%
% of portfolio
0.17%
Previous 0.17%
Shares
2 transactions
Others Institutions Holding VGSH
# of Institutions
918Shares Held
232MCall Options Held
21.5KPut Options Held
32.6K-
Morgan Stanley New York, NY20.6MShares$1.19 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY14.3MShares$828 Million0.07% of portfolio
-
Orgel Wealth Management, LLC7.17MShares$416 Million10.99% of portfolio
-
Goldman Sachs Group Inc New York, NY6.72MShares$390 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.59MShares$383 Million0.03% of portfolio