Journey Advisory Group, LLC Vanguard Transaction History
Journey Advisory Group, LLC
- $1.31 Billion
- Q3 2025
A detailed history of Journey Advisory Group, LLC transactions in Vanguard stock. As of the latest transaction made, Journey Advisory Group, LLC holds 105,602 shares of VGSH stock, worth $6.2 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
105,602
Previous 157,435
32.92%
Holding current value
$6.2 Million
Previous $9.25 Million
32.85%
% of portfolio
0.47%
Previous 0.74%
Shares
3 transactions
Others Institutions Holding VGSH
# of Institutions
1,062Shares 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