Jfg Wealth Management, LLC Vanguard Transaction History
Jfg Wealth Management, LLC
- $439 Million
- Q1 2025
A detailed history of Jfg Wealth Management, LLC transactions in Vanguard stock. As of the latest transaction made, Jfg Wealth Management, LLC holds 3,955 shares of VGSH stock, worth $231,604. This represents 0.05% of its overall portfolio holdings.
Number of Shares
3,955
Previous 3,955
-0.0%
Holding current value
$231,604
Previous $230,000
0.87%
% of portfolio
0.05%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding VGSH
# of Institutions
1,026Shares Held
272MCall Options Held
6.2KPut Options Held
400-
Jpmorgan Chase & CO New York, NY43.5MShares$2.55 Billion0.2% of portfolio
-
Morgan Stanley New York, NY22.3MShares$1.3 Billion0.1% of portfolio
-
Orgel Wealth Management, LLC7.54MShares$441 Million12.2% of portfolio
-
Bank Of America Corp Charlotte, NC6.91MShares$405 Million0.03% of portfolio
-
Northern Trust Corp Chicago, IL6.27MShares$367 Million0.06% of portfolio