Jfg Wealth Management, LLC Vanguard Transaction History
Jfg Wealth Management, LLC
- $478 Million
- Q2 2025
A detailed history of Jfg Wealth Management, LLC transactions in Vanguard stock. As of the latest transaction made, Jfg Wealth Management, LLC holds 3,776 shares of VGSH stock, worth $221,764. This represents 0.05% of its overall portfolio holdings.
Number of Shares
3,776
Previous 3,955
4.53%
Holding current value
$221,764
Previous $232,000
4.74%
% of portfolio
0.05%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding VGSH
# of Institutions
1,059Shares Held
285MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY43.5MShares$2.56 Billion0.2% of portfolio
-
Morgan Stanley New York, NY20.5MShares$1.2 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC8.74MShares$513 Million0.04% of portfolio
-
Orgel Wealth Management, LLC7.53MShares$442 Million10.66% of portfolio
-
Northern Trust Corp Chicago, IL6.69MShares$393 Million0.06% of portfolio