Truadvice, LLC Vanguard Transaction History
Truadvice, LLC
- $229 Million
- Q3 2023
A detailed history of Truadvice, LLC transactions in Vanguard stock. As of the latest transaction made, Truadvice, LLC holds 62,239 shares of VGSH stock, worth $3.64 Million. This represents 1.57% of its overall portfolio holdings.
Number of Shares
62,239
Previous 71,542
13.0%
Holding current value
$3.64 Million
Previous $4.13 Million
13.22%
% of portfolio
1.57%
Previous 1.61%
Shares
5 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