Seven Post Investment Office LP Vanguard Transaction History
Seven Post Investment Office LP
- $409 Million
- Q1 2024
A detailed history of Seven Post Investment Office LP transactions in Vanguard stock. As of the latest transaction made, Seven Post Investment Office LP holds 83,470 shares of VGSH stock, worth $4.84 Million. This represents 1.18% of its overall portfolio holdings.
Number of Shares
83,470
Previous 80,056
4.26%
Holding current value
$4.84 Million
Previous $4.67 Million
3.81%
% of portfolio
1.18%
Previous 1.18%
Shares
6 transactions
Others Institutions Holding VGSH
# of Institutions
887Shares Held
240MCall Options Held
39.3KPut Options Held
58.6K-
Jpmorgan Chase & CO New York, NY32.9MShares$1.91 Billion0.17% of portfolio
-
Morgan Stanley New York, NY21.8MShares$1.26 Billion0.1% of portfolio
-
Goldman Sachs Group Inc New York, NY6.85MShares$397 Million0.07% of portfolio
-
Orgel Wealth Management, LLC6.81MShares$395 Million11.23% of portfolio
-
Envestnet Asset Management Inc6.73MShares$390 Million0.15% of portfolio