Successful Portfolios LLC Vanguard Transaction History
Successful Portfolios LLC
- $147 Million
- Q3 2024
A detailed history of Successful Portfolios LLC transactions in Vanguard stock. As of the latest transaction made, Successful Portfolios LLC holds 43,840 shares of VGSH stock, worth $2.55 Million. This represents 1.75% of its overall portfolio holdings.
Number of Shares
43,840
Previous 45,686
4.04%
Holding current value
$2.55 Million
Previous $2.65 Million
2.34%
% of portfolio
1.75%
Previous 1.85%
Shares
12 transactions
Others Institutions Holding VGSH
# of Institutions
913Shares Held
231MCall Options Held
21.5KPut Options Held
32.6K-
Morgan Stanley New York, NY20.6MShares$1.2 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY14.3MShares$831 Million0.07% of portfolio
-
Orgel Wealth Management, LLC7.17MShares$418 Million10.99% of portfolio
-
Goldman Sachs Group Inc New York, NY6.72MShares$391 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.59MShares$384 Million0.03% of portfolio