My Personal Cfo, LLC Vanguard Transaction History
My Personal Cfo, LLC
- $184 Million
- Q4 2024
A detailed history of My Personal Cfo, LLC transactions in Vanguard stock. As of the latest transaction made, My Personal Cfo, LLC holds 5,236 shares of VGSH stock, worth $305,311. This represents 0.17% of its overall portfolio holdings.
Number of Shares
5,236
Previous 5,236
-0.0%
Holding current value
$305,311
Previous $309,000
1.62%
% of portfolio
0.17%
Previous 0.18%
Shares
1 transactions
Others Institutions Holding VGSH
# of Institutions
928Shares 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$832 Million0.07% of portfolio
-
Orgel Wealth Management, LLC7.41MShares$432 Million11.67% of portfolio
-
Goldman Sachs Group Inc New York, NY6.72MShares$392 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.59MShares$384 Million0.03% of portfolio