True Wealth Financial Partners Vanguard Transaction History
True Wealth Financial Partners
- $194 Million
- Q3 2025
A detailed history of True Wealth Financial Partners transactions in Vanguard stock. As of the latest transaction made, True Wealth Financial Partners holds 238,797 shares of VGSH stock, worth $14 Million. This represents 7.25% of its overall portfolio holdings.
Number of Shares
238,797
Previous 147,110
62.33%
Holding current value
$14 Million
Previous $8.65 Million
62.52%
% of portfolio
7.25%
Previous 4.82%
Shares
4 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