White Lighthouse Investment Management Inc. Vanguard Transaction History
White Lighthouse Investment Management Inc.
- $556 Million
- Q3 2024
A detailed history of White Lighthouse Investment Management Inc. transactions in Vanguard stock. As of the latest transaction made, White Lighthouse Investment Management Inc. holds 66,904 shares of VGSH stock, worth $3.9 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
66,904
Previous 67,591
1.02%
Holding current value
$3.9 Million
Previous $3.92 Million
0.74%
% of portfolio
0.71%
Previous 0.76%
Shares
21 transactions
Others Institutions Holding VGSH
# of Institutions
903Shares Held
236MCall Options Held
15.1KPut Options Held
70.6K-
Morgan Stanley New York, NY20.9MShares$1.22 Billion0.1% of portfolio
-
Jpmorgan Chase & CO New York, NY19.4MShares$1.13 Billion0.1% of portfolio
-
Goldman Sachs Group Inc New York, NY7.99MShares$465 Million0.08% of portfolio
-
Orgel Wealth Management, LLC7.17MShares$418 Million10.99% of portfolio
-
Envestnet Asset Management Inc6.57MShares$383 Million0.14% of portfolio