Northwest Wealth Management, LLC Vanguard Transaction History
Northwest Wealth Management, LLC
- $596 Million
- Q3 2025
A detailed history of Northwest Wealth Management, LLC transactions in Vanguard stock. As of the latest transaction made, Northwest Wealth Management, LLC holds 254,511 shares of VGSH stock, worth $14.9 Million. This represents 2.51% of its overall portfolio holdings.
Number of Shares
254,511
Previous 258,971
1.72%
Holding current value
$14.9 Million
Previous $15.2 Million
1.56%
% of portfolio
2.51%
Previous 2.8%
Shares
17 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