Verity Wealth Advisors Vanguard Transaction History
Verity Wealth Advisors
- $157 Million
- Q3 2025
A detailed history of Verity Wealth Advisors transactions in Vanguard stock. As of the latest transaction made, Verity Wealth Advisors holds 25,648 shares of VGSH stock, worth $1.51 Million. This represents 0.96% of its overall portfolio holdings.
Number of Shares
25,648
Previous 27,967
8.29%
Holding current value
$1.51 Million
Previous $1.64 Million
8.16%
% of portfolio
0.96%
Previous 1.11%
Shares
20 transactions
Others Institutions Holding VGSH
# of Institutions
1,064Shares 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