Marion Wealth Management Vanguard Transaction History
Marion Wealth Management
- $375 Million
- Q4 2024
A detailed history of Marion Wealth Management transactions in Vanguard stock. As of the latest transaction made, Marion Wealth Management holds 113,240 shares of VGSH stock, worth $6.58 Million. This represents 1.76% of its overall portfolio holdings.
Number of Shares
113,240
Previous 108,160
4.7%
Holding current value
$6.58 Million
Previous $6.38 Million
3.21%
% of portfolio
1.76%
Previous 1.71%
Shares
5 transactions
Others Institutions Holding VGSH
# of Institutions
952Shares Held
256MCall Options Held
21.5KPut Options Held
6K-
Jpmorgan Chase & CO New York, NY37.6MShares$2.19 Billion0.18% of portfolio
-
Morgan Stanley New York, NY20.6MShares$1.19 Billion0.09% of portfolio
-
Orgel Wealth Management, LLC7.41MShares$431 Million11.67% of portfolio
-
Bank Of America Corp Charlotte, NC6.59MShares$383 Million0.03% of portfolio
-
Northern Trust Corp Chicago, IL5.4MShares$314 Million0.05% of portfolio