Jfg Wealth Management, LLC Vanguard Transaction History
Jfg Wealth Management, LLC
- $435 Million
- Q4 2024
A detailed history of Jfg Wealth Management, LLC transactions in Vanguard stock. As of the latest transaction made, Jfg Wealth Management, LLC holds 3,955 shares of VGSH stock, worth $230,101. This represents 0.05% of its overall portfolio holdings.
Number of Shares
3,955
Previous 4,008
1.32%
Holding current value
$230,101
Previous $236,000
2.54%
% of portfolio
0.05%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding VGSH
# of Institutions
943Shares Held
236MCall Options Held
21.5KPut Options Held
6K-
Morgan Stanley New York, NY20.6MShares$1.2 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY14.3MShares$830 Million0.07% of portfolio
-
Orgel Wealth Management, LLC7.41MShares$431 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