Epg Wealth Management LLC Vanguard Transaction History
Epg Wealth Management LLC
- $363 Billion
- Q3 2025
A detailed history of Epg Wealth Management LLC transactions in Vanguard stock. As of the latest transaction made, Epg Wealth Management LLC holds 166,206 shares of VGSH stock, worth $9.76 Million. This represents 2.69% of its overall portfolio holdings.
Number of Shares
166,206
Previous 157,964
5.22%
Holding current value
$9.76 Million
Previous $9.29 Billion
5.34%
% of portfolio
2.69%
Previous 2.79%
Shares
17 transactions
Others Institutions Holding VGSH
# of Institutions
1,065Shares Held
267MCall Options Held
3.3KPut Options Held
0-
Jpmorgan Chase & CO New York, NY25.6MShares$1.5 Billion0.1% of portfolio
-
Morgan Stanley New York, NY22.1MShares$1.3 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC9.9MShares$581 Million0.04% of portfolio
-
Northern Trust Corp Chicago, IL8.09MShares$475 Million0.06% of portfolio
-
Orgel Wealth Management, LLC7.53MShares$442 Million10.66% of portfolio