Diversify Wealth Management, LLC Vanguard Transaction History
Diversify Wealth Management, LLC
- $1.28 Trillion
- Q4 2024
A detailed history of Diversify Wealth Management, LLC transactions in Vanguard stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 8,194 shares of VGSH stock, worth $478,775. This represents 0.04% of its overall portfolio holdings.
Number of Shares
8,194
Previous 6,059
35.24%
Holding current value
$478,775
Previous $354 Million
34.3%
% of portfolio
0.04%
Previous 0.03%
Shares
2 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