Investment Advisory Group, LLC Vanguard Transaction History
Investment Advisory Group, LLC
- $355 Million
- Q3 2025
A detailed history of Investment Advisory Group, LLC transactions in Vanguard stock. As of the latest transaction made, Investment Advisory Group, LLC holds 46,251 shares of VGSH stock, worth $2.72 Million. This represents 0.77% of its overall portfolio holdings.
Number of Shares
46,251
Previous 45,884
0.8%
Holding current value
$2.72 Million
Previous $2.7 Million
0.89%
% of portfolio
0.77%
Previous 0.84%
Shares
12 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