A detailed history of Vertex Planning Partners, LLC transactions in Vanguard stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 11,484 shares of VGSH stock, worth $672,158. This represents 0.15% of its overall portfolio holdings.

Number of Shares
11,484
Previous 11,164 2.87%
Holding current value
$672,158
Previous $659 Million 1.41%
% of portfolio
0.15%
Previous 0.16%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025

BUY
$58.02 - $58.88 $18,566 - $18,841
320 Added 2.87%
11,484 $668 Million
Q3 2024

Nov 07, 2024

BUY
$57.74 - $59.13 $59,183 - $60,608
1,025 Added 10.11%
11,164 $659 Million
Q2 2024

Aug 13, 2024

BUY
$57.55 - $58.0 $37,983 - $38,280
660 Added 6.96%
10,139 $588 Million
Q1 2024

May 13, 2024

BUY
$57.88 - $58.54 $109,856 - $111,108
1,898 Added 25.04%
9,479 $550 Million
Q4 2023

Feb 14, 2024

BUY
$57.34 - $58.41 $41,858 - $42,639
730 Added 10.66%
7,581 $442 Million
Q3 2023

Nov 14, 2023

BUY
$57.47 - $57.91 $31,551 - $31,792
549 Added 8.71%
6,851 $395 Million
Q2 2023

Aug 14, 2023

BUY
$57.72 - $58.69 $39,942 - $40,613
692 Added 12.34%
6,302 $364 Million
Q1 2023

May 16, 2023

BUY
$57.32 - $58.77 $28,774 - $29,502
502 Added 9.83%
5,610 $328 Million
Q4 2022

Feb 06, 2023

BUY
$57.38 - $58.13 $293,097 - $296,928
5,108 New
5,108 $295 Million

Others Institutions Holding VGSH

About VANGUARD


  • Ticker VGSH
  • Sector ETFs
  • Industry ETFs
More about VGSH
Track This Portfolio

Track Vertex Planning Partners, LLC Portfolio

Follow Vertex Planning Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vertex Planning Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vertex Planning Partners, LLC with notifications on news.