Lionshead Wealth Management, LLC Vanguard Transaction History
Lionshead Wealth Management, LLC
- $126 Billion
- Q3 2025
A detailed history of Lionshead Wealth Management, LLC transactions in Vanguard stock. As of the latest transaction made, Lionshead Wealth Management, LLC holds 47,040 shares of VGSH stock, worth $2.76 Million. This represents 2.2% of its overall portfolio holdings.
Number of Shares
47,040
Previous 26,961
74.47%
Holding current value
$2.76 Million
Previous $1.58 Billion
74.95%
% of portfolio
2.2%
Previous 1.64%
Shares
3 transactions
Others Institutions Holding VGSH
# of Institutions
1,062Shares 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, LLC7.53MShares$442 Million10.66% of portfolio