Magnolia Private Wealth, LLC Vanguard Transaction History
Magnolia Private Wealth, LLC
- $136 Billion
- Q3 2025
A detailed history of Magnolia Private Wealth, LLC transactions in Vanguard stock. As of the latest transaction made, Magnolia Private Wealth, LLC holds 12,128 shares of VGSH stock, worth $712,156. This represents 0.52% of its overall portfolio holdings.
Number of Shares
12,128
Previous 9,951
21.88%
Holding current value
$712,156
Previous $585 Million
22.02%
% of portfolio
0.52%
Previous 0.45%
Shares
4 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