Mokan Wealth Management Inc. Vanguard Transaction History
Mokan Wealth Management Inc.
- $225 Billion
- Q4 2025
A detailed history of Mokan Wealth Management Inc. transactions in Vanguard stock. As of the latest transaction made, Mokan Wealth Management Inc. holds 242,230 shares of VGSH stock, worth $14.2 Million. This represents 6.31% of its overall portfolio holdings.
Number of Shares
242,230
Previous 218,903
10.66%
Holding current value
$14.2 Million
Previous $12.9 Billion
10.44%
% of portfolio
6.31%
Previous 6.48%
Shares
5 transactions
Others Institutions Holding VGSH
# of Institutions
1,071Shares Held
269MCall 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, LLC8.08MShares$474 Million11.18% of portfolio