Holos Integrated Wealth LLC Vanguard Transaction History
Holos Integrated Wealth LLC
- $179 Billion
- Q4 2025
A detailed history of Holos Integrated Wealth LLC transactions in Vanguard stock. As of the latest transaction made, Holos Integrated Wealth LLC holds 492 shares of VGSH stock, worth $28,890. This represents 0.02% of its overall portfolio holdings.
Number of Shares
492
Previous 492
-0.0%
Holding current value
$28,890
Previous $28.9 Million
0.12%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding VGSH
# of Institutions
1,060Shares Held
268MCall 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, LLC8.08MShares$474 Million11.18% of portfolio