Roundview Capital LLC Vanguard Transaction History
Roundview Capital LLC
- $1.4 Billion
- Q4 2024
A detailed history of Roundview Capital LLC transactions in Vanguard stock. As of the latest transaction made, Roundview Capital LLC holds 141,965 shares of VGSH stock, worth $8.33 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
141,965
Previous 125,254
13.34%
Holding current value
$8.33 Million
Previous $7.39 Million
11.73%
% of portfolio
0.59%
Previous 0.55%
Shares
20 transactions
Others Institutions Holding VGSH
# of Institutions
981Shares Held
255MCall 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, LLC7.41MShares$435 Million11.67% 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