Retirement Planning Group Vanguard Transaction History
Retirement Planning Group
- $1.51 Billion
- Q1 2025
A detailed history of Retirement Planning Group transactions in Vanguard stock. As of the latest transaction made, Retirement Planning Group holds 105,357 shares of VGSH stock, worth $6.18 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
105,357
Previous 112,045
5.97%
Holding current value
$6.18 Million
Previous $6.52 Million
5.15%
% of portfolio
0.41%
Previous 0.39%
Shares
10 transactions
Others Institutions Holding VGSH
# of Institutions
1,002Shares Held
254MCall Options Held
5.1KPut Options Held
1.3K-
Jpmorgan Chase & CO New York, NY37.6MShares$2.21 Billion0.18% of portfolio
-
Morgan Stanley New York, NY21.9MShares$1.28 Billion0.09% of portfolio
-
Orgel Wealth Management, LLC7.54MShares$442 Million12.2% of portfolio
-
Bank Of America Corp Charlotte, NC7.13MShares$418 Million0.04% of portfolio
-
Northern Trust Corp Chicago, IL5.84MShares$342 Million0.05% of portfolio