Vision Point Advisory Group, LLC Vanguard Transaction History
Vision Point Advisory Group, LLC
- $264 Million
- Q4 2024
A detailed history of Vision Point Advisory Group, LLC transactions in Vanguard stock. As of the latest transaction made, Vision Point Advisory Group, LLC holds 4,783 shares of VGSH stock, worth $279,470. This represents 0.11% of its overall portfolio holdings.
Number of Shares
4,783
Previous 5,290
9.58%
Holding current value
$279,470
Previous $312,000
10.9%
% of portfolio
0.11%
Previous 0.11%
Shares
6 transactions
Others Institutions Holding VGSH
# of Institutions
980Shares Held
262MCall Options Held
5.1KPut Options Held
1.3K-
Jpmorgan Chase & CO New York, NY37.6MShares$2.2 Billion0.18% of portfolio
-
Morgan Stanley New York, NY21.9MShares$1.28 Billion0.09% of portfolio
-
Orgel Wealth Management, LLC7.41MShares$433 Million11.67% of portfolio
-
Bank Of America Corp Charlotte, NC7.13MShares$417 Million0.04% of portfolio
-
Northern Trust Corp Chicago, IL5.84MShares$341 Million0.05% of portfolio