Wcg Wealth Advisors LLC Vanguard Transaction History
Wcg Wealth Advisors LLC
- $1.42 Billion
- Q4 2024
A detailed history of Wcg Wealth Advisors LLC transactions in Vanguard stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 13,850 shares of VGSH stock, worth $810,640. This represents 0.06% of its overall portfolio holdings.
Number of Shares
13,850
Previous 12,110
14.37%
Holding current value
$810,640
Previous $715,000
12.59%
% of portfolio
0.06%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding VGSH
# of Institutions
979Shares 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$434 Million11.67% of portfolio
-
Bank Of America Corp Charlotte, NC7.13MShares$417 Million0.04% of portfolio
-
Northern Trust Corp Chicago, IL5.84MShares$342 Million0.05% of portfolio