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
904Shares Held
237MCall 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$1.14 Billion0.1% of portfolio
-
Goldman Sachs Group Inc New York, NY7.99MShares$467 Million0.08% of portfolio
-
Orgel Wealth Management, LLC7.17MShares$419 Million10.99% of portfolio
-
Envestnet Asset Management Inc6.57MShares$384 Million0.14% of portfolio