Michael A. Dubis Financial Planning, LLC Vanguard Transaction History
Michael A. Dubis Financial Planning, LLC
- $103 Million
- Q4 2024
A detailed history of Michael A. Dubis Financial Planning, LLC transactions in Vanguard stock. As of the latest transaction made, Michael A. Dubis Financial Planning, LLC holds 198,815 shares of VGSH stock, worth $11.7 Million. This represents 11.18% of its overall portfolio holdings.
Number of Shares
198,815Holding current value
$11.7 Million% of portfolio
11.18%Shares
1 transactions
Others Institutions Holding VGSH
# of Institutions
982Shares Held
259MCall Options Held
5.1KPut Options Held
1.3K-
Jpmorgan Chase & CO New York, NY37.6MShares$2.2 Billion0.18% of portfolio
-
Morgan Stanley New York, NY21.9MShares$1.28 Billion0.09% of portfolio
-
Orgel Wealth Management, LLC7.41MShares$434 Million11.67% of portfolio
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Bank Of America Corp Charlotte, NC7.13MShares$418 Million0.04% of portfolio
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Northern Trust Corp Chicago, IL5.84MShares$342 Million0.05% of portfolio