Successful Portfolios LLC Vanguard Transaction History
Successful Portfolios LLC
- $149 Million
- Q4 2024
A detailed history of Successful Portfolios LLC transactions in Vanguard stock. As of the latest transaction made, Successful Portfolios LLC holds 47,931 shares of VGSH stock, worth $2.8 Million. This represents 1.87% of its overall portfolio holdings.
Number of Shares
47,931
Previous 43,840
9.33%
Holding current value
$2.8 Million
Previous $2.59 Million
7.77%
% of portfolio
1.87%
Previous 1.75%
Shares
13 transactions
Others Institutions Holding VGSH
# of Institutions
974Shares Held
262MCall Options Held
5.1KPut Options Held
1.3K-
Jpmorgan Chase & CO New York, NY37.6MShares$2.2 Billion0.18% of portfolio
-
Morgan Stanley New York, NY21.9MShares$1.28 Billion0.09% of portfolio
-
Orgel Wealth Management, LLC7.41MShares$433 Million11.67% of portfolio
-
Bank Of America Corp Charlotte, NC7.13MShares$416 Million0.04% of portfolio
-
Northern Trust Corp Chicago, IL5.84MShares$341 Million0.05% of portfolio