Disciplined Investments, LLC Vanguard Transaction History
Disciplined Investments, LLC
- $195 Million
- Q3 2024
A detailed history of Disciplined Investments, LLC transactions in Vanguard stock. As of the latest transaction made, Disciplined Investments, LLC holds 100,854 shares of VGSH stock, worth $5.87 Million. This represents 3.06% of its overall portfolio holdings.
Number of Shares
100,854
Previous 103,411
2.47%
Holding current value
$5.87 Million
Previous $6 Million
0.73%
% of portfolio
3.06%
Previous 3.31%
Shares
20 transactions
Others Institutions Holding VGSH
# of Institutions
918Shares Held
232MCall Options Held
21.5KPut Options Held
32.6K-
Morgan Stanley New York, NY20.6MShares$1.2 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY14.3MShares$831 Million0.07% of portfolio
-
Orgel Wealth Management, LLC7.17MShares$418 Million10.99% of portfolio
-
Goldman Sachs Group Inc New York, NY6.72MShares$391 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.59MShares$384 Million0.03% of portfolio