Viawealth, LLC Vanguard Transaction History
Viawealth, LLC
- $172 Billion
- Q3 2024
A detailed history of Viawealth, LLC transactions in Vanguard stock. As of the latest transaction made, Viawealth, LLC holds 40,977 shares of VGSH stock, worth $2.39 Million. This represents 1.41% of its overall portfolio holdings.
Number of Shares
40,977
Previous 47,922
14.49%
Holding current value
$2.39 Million
Previous $2.78 Billion
12.97%
% of portfolio
1.41%
Previous 1.72%
Shares
8 transactions
Others Institutions Holding VGSH
# of Institutions
928Shares Held
231MCall Options Held
21.5KPut Options Held
32.6K-
Morgan Stanley New York, NY20.6MShares$1.2 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY14.3MShares$832 Million0.07% of portfolio
-
Orgel Wealth Management, LLC7.41MShares$432 Million11.67% of portfolio
-
Goldman Sachs Group Inc New York, NY6.72MShares$392 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.59MShares$384 Million0.03% of portfolio