Traverso Chambers Private Wealth Management, LLC Vanguard Transaction History
Traverso Chambers Private Wealth Management, LLC
- $411 Million
- Q4 2023
A detailed history of Traverso Chambers Private Wealth Management, LLC transactions in Vanguard stock. As of the latest transaction made, Traverso Chambers Private Wealth Management, LLC holds 484,487 shares of VGSH stock, worth $28.2 Million. This represents 6.87% of its overall portfolio holdings.
Number of Shares
484,487
Previous 517,108
6.31%
Holding current value
$28.2 Million
Previous $29.8 Million
5.12%
% of portfolio
6.87%
Previous 7.98%
Shares
16 transactions
Others Institutions Holding VGSH
# of Institutions
903Shares Held
236MCall Options Held
15.1KPut Options Held
70.6K-
Morgan Stanley New York, NY20.9MShares$1.22 Billion0.1% of portfolio
-
Jpmorgan Chase & CO New York, NY19.4MShares$1.13 Billion0.1% of portfolio
-
Goldman Sachs Group Inc New York, NY7.99MShares$465 Million0.08% of portfolio
-
Orgel Wealth Management, LLC7.17MShares$418 Million10.99% of portfolio
-
Envestnet Asset Management Inc6.57MShares$383 Million0.14% of portfolio