Smart Wealth LLC Vanguard Transaction History
Smart Wealth LLC
- $281 Billion
- Q4 2024
A detailed history of Smart Wealth LLC transactions in Vanguard stock. As of the latest transaction made, Smart Wealth LLC holds 183,791 shares of VGSH stock, worth $10.7 Million. This represents 3.81% of its overall portfolio holdings.
Number of Shares
183,791
Previous 273,777
32.87%
Holding current value
$10.7 Million
Previous $16.2 Billion
33.82%
% of portfolio
3.81%
Previous 6.33%
Shares
4 transactions
Others Institutions Holding VGSH
# of Institutions
931Shares Held
230MCall Options Held
21.5KPut Options Held
32.6K-
Morgan Stanley New York, NY20.6MShares$1.2 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY14.3MShares$833 Million0.07% of portfolio
-
Orgel Wealth Management, LLC7.41MShares$433 Million11.67% of portfolio
-
Goldman Sachs Group Inc New York, NY6.72MShares$392 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.59MShares$385 Million0.03% of portfolio