Meritas Wealth Management, LLC Vanguard Transaction History
Meritas Wealth Management, LLC
- $202 Billion
- Q3 2025
A detailed history of Meritas Wealth Management, LLC transactions in Vanguard stock. As of the latest transaction made, Meritas Wealth Management, LLC holds 4,378 shares of VGSH stock, worth $257,076. This represents 0.13% of its overall portfolio holdings.
Number of Shares
4,378
Previous 4,297
1.89%
Holding current value
$257,076
Previous $253 Million
2.01%
% of portfolio
0.13%
Previous 0.14%
Shares
11 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