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 $2.79 Million. This represents 1.87% of its overall portfolio holdings.
Number of Shares
47,931
Previous 43,840
9.33%
Holding current value
$2.79 Million
Previous $2.59 Million
7.77%
% of portfolio
1.87%
Previous 1.75%
Shares
13 transactions
Others Institutions Holding VGSH
# of Institutions
930Shares Held
232MCall 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, LLC7.41MShares$432 Million11.67% 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