L.M. Kohn & Company Vanguard Transaction History
L.M. Kohn & Company
- $80.6 Million
- Q3 2025
A detailed history of L.M. Kohn & Company transactions in Vanguard stock. As of the latest transaction made, L.M. Kohn & Company holds 5,420 shares of VGSH stock, worth $318,262. This represents 0.39% of its overall portfolio holdings.
Number of Shares
5,420
Previous 6,388
15.15%
Holding current value
$318,262
Previous $375,000
15.2%
% of portfolio
0.39%
Previous 0.1%
Shares
13 transactions
Others Institutions Holding VGSH
# of Institutions
1,061Shares 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