Strategic Point Investment Advisors, LLC Vanguard Transaction History
Strategic Point Investment Advisors, LLC
- $614 Million
- Q4 2024
A detailed history of Strategic Point Investment Advisors, LLC transactions in Vanguard stock. As of the latest transaction made, Strategic Point Investment Advisors, LLC holds 389,847 shares of VGSH stock, worth $22.7 Million. This represents 3.7% of its overall portfolio holdings.
Number of Shares
389,847
Previous 384,895
1.29%
Holding current value
$22.7 Million
Previous $22.7 Million
0.15%
% of portfolio
3.7%
Previous 3.75%
Shares
10 transactions
Others Institutions Holding VGSH
# of Institutions
943Shares Held
236MCall Options Held
21.5KPut Options Held
6K-
Morgan Stanley New York, NY20.6MShares$1.2 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY14.3MShares$830 Million0.07% of portfolio
-
Orgel Wealth Management, LLC7.41MShares$431 Million11.67% 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