Connecticut Wealth Management, LLC Vanguard Star Fd Vanguard Tota Transaction History
Connecticut Wealth Management, LLC
- $2.11 Billion
- Q4 2024
A detailed history of Connecticut Wealth Management, LLC transactions in Vanguard Star Fd Vanguard Tota stock. As of the latest transaction made, Connecticut Wealth Management, LLC holds 538,479 shares of VXUS stock, worth $34.2 Million. This represents 1.51% of its overall portfolio holdings.
Number of Shares
538,479
Previous 600,850
10.38%
Holding current value
$34.2 Million
Previous $38.9 Million
18.42%
% of portfolio
1.51%
Previous 1.89%
Shares
8 transactions
Others Institutions Holding VXUS
# of Institutions
1,372Shares Held
320MCall Options Held
56.5KPut Options Held
84.1K-
Vanguard Group Inc Valley Forge, PA75.4MShares$4.79 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC22.5MShares$1.43 Billion0.11% of portfolio
-
Envestnet Asset Management Inc12.4MShares$791 Million0.24% of portfolio
-
Morgan Stanley New York, NY9.79MShares$622 Million0.04% of portfolio
-
Us Bancorp \De\6.61MShares$420 Million0.52% of portfolio