Smart Wealth LLC Vanguard Transaction History
Smart Wealth LLC
- $255 Billion
- Q3 2024
A detailed history of Smart Wealth LLC transactions in Vanguard stock. As of the latest transaction made, Smart Wealth LLC holds 273,777 shares of VGSH stock, worth $15.9 Million. This represents 6.33% of its overall portfolio holdings.
Number of Shares
273,777
Previous 63,204
333.16%
Holding current value
$15.9 Million
Previous $3.67 Billion
340.86%
% of portfolio
6.33%
Previous 1.48%
Shares
3 transactions
Others Institutions Holding VGSH
# of Institutions
918Shares Held
232MCall 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$831 Million0.07% of portfolio
-
Orgel Wealth Management, LLC7.17MShares$418 Million10.99% of portfolio
-
Goldman Sachs Group Inc New York, NY6.72MShares$391 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.59MShares$384 Million0.03% of portfolio