Wealth Dimensions Group, Ltd. Vanguard Transaction History
Wealth Dimensions Group, Ltd.
- $394 Million
- Q3 2024
A detailed history of Wealth Dimensions Group, Ltd. transactions in Vanguard stock. As of the latest transaction made, Wealth Dimensions Group, Ltd. holds 693,782 shares of VGSH stock, worth $40.3 Million. This represents 10.39% of its overall portfolio holdings.
Number of Shares
693,782
Previous 660,066
5.11%
Holding current value
$40.3 Million
Previous $38.3 Million
6.98%
% of portfolio
10.39%
Previous 10.92%
Shares
10 transactions
Others Institutions Holding VGSH
# of Institutions
918Shares Held
232MCall Options Held
21.5KPut Options Held
32.6K-
Morgan Stanley New York, NY20.6MShares$1.19 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY14.3MShares$828 Million0.07% of portfolio
-
Orgel Wealth Management, LLC7.17MShares$416 Million10.99% of portfolio
-
Goldman Sachs Group Inc New York, NY6.72MShares$390 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.59MShares$383 Million0.03% of portfolio