Navigation Wealth Management, Inc. Vanguard Transaction History
Navigation Wealth Management, Inc.
- $63.4 Million
- Q3 2025
A detailed history of Navigation Wealth Management, Inc. transactions in Vanguard stock. As of the latest transaction made, Navigation Wealth Management, Inc. holds 8,937 shares of VGSH stock, worth $524,780. This represents 0.83% of its overall portfolio holdings.
Number of Shares
8,937
Previous 8,611
3.79%
Holding current value
$524,780
Previous $505,000
3.96%
% of portfolio
0.83%
Previous 0.77%
Shares
2 transactions
Others Institutions Holding VGSH
# of Institutions
1,065Shares 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