True Private Wealth Advisors Vanguard Transaction History
True Private Wealth Advisors
- $823 Million
- Q3 2025
A detailed history of True Private Wealth Advisors transactions in Vanguard stock. As of the latest transaction made, True Private Wealth Advisors holds 11,178 shares of VGSH stock, worth $656,372. This represents 0.08% of its overall portfolio holdings.
Number of Shares
11,178
Previous 11,750
4.87%
Holding current value
$656,372
Previous $690,000
4.78%
% of portfolio
0.08%
Previous 0.09%
Shares
6 transactions
Others Institutions Holding VGSH
# of Institutions
1,062Shares Held
267MCall Options Held
3.3KPut Options Held
0-
Jpmorgan Chase & CO New York, NY25.6MShares$1.5 Billion0.1% of portfolio
-
Morgan Stanley New York, NY22.1MShares$1.3 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC9.9MShares$581 Million0.04% of portfolio
-
Northern Trust Corp Chicago, IL8.09MShares$475 Million0.06% of portfolio
-
Orgel Wealth Management, LLC7.53MShares$442 Million10.66% of portfolio