Seven Post Investment Office LP Vanguard Transaction History
Seven Post Investment Office LP
- $261 Million
- Q4 2024
A detailed history of Seven Post Investment Office LP transactions in Vanguard stock. As of the latest transaction made, Seven Post Investment Office LP holds 88,499 shares of VGSH stock, worth $5.16 Million. This represents 1.97% of its overall portfolio holdings.
Number of Shares
88,499
Previous 89,193
0.78%
Holding current value
$5.16 Million
Previous $5.26 Million
2.2%
% of portfolio
1.97%
Previous 0.8%
Shares
9 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