Triad Investment Management Vanguard Transaction History
Triad Investment Management
- $77.9 Million
- Q1 2024
A detailed history of Triad Investment Management transactions in Vanguard stock. As of the latest transaction made, Triad Investment Management holds 74,838 shares of VGSH stock, worth $4.37 Million. This represents 5.58% of its overall portfolio holdings.
Number of Shares
74,838
Previous 74,887
0.07%
Holding current value
$4.37 Million
Previous $4.37 Million
0.53%
% of portfolio
5.58%
Previous 6.06%
Shares
3 transactions
Others Institutions Holding VGSH
# of Institutions
980Shares Held
262MCall Options Held
5.1KPut Options Held
1.3K-
Jpmorgan Chase & CO New York, NY37.6MShares$2.2 Billion0.18% of portfolio
-
Morgan Stanley New York, NY21.9MShares$1.28 Billion0.09% of portfolio
-
Orgel Wealth Management, LLC7.41MShares$433 Million11.67% of portfolio
-
Bank Of America Corp Charlotte, NC7.13MShares$417 Million0.04% of portfolio
-
Northern Trust Corp Chicago, IL5.84MShares$341 Million0.05% of portfolio