Personal Cfo Solutions, LLC Vanguard Transaction History
Personal Cfo Solutions, LLC
- $704 Million
- Q3 2024
A detailed history of Personal Cfo Solutions, LLC transactions in Vanguard stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 5,319 shares of VGSH stock, worth $309,778. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,319
Previous 5,298
0.4%
Holding current value
$309,778
Previous $307,000
1.95%
% of portfolio
0.04%
Previous 0.05%
Shares
12 transactions
Others Institutions Holding VGSH
# of Institutions
918Shares 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, LLC7.17MShares$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