Mokan Wealth Management Inc. Vanguard Transaction History
Mokan Wealth Management Inc.
- $199 Billion
- Q3 2025
A detailed history of Mokan Wealth Management Inc. transactions in Vanguard stock. As of the latest transaction made, Mokan Wealth Management Inc. holds 218,903 shares of VGSH stock, worth $12.9 Million. This represents 6.48% of its overall portfolio holdings.
Number of Shares
218,903
Previous 210,481
4.0%
Holding current value
$12.9 Million
Previous $12.4 Billion
4.12%
% of portfolio
6.48%
Previous 6.91%
Shares
4 transactions
Others Institutions Holding VGSH
# of Institutions
1,062Shares 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