A detailed history of Family Wealth Group, LLC transactions in Vanguard stock. As of the latest transaction made, Family Wealth Group, LLC holds 39,246 shares of VGSH stock, worth $2.31 Million. This represents 2.46% of its overall portfolio holdings.

Number of Shares
39,246
Previous 37,287 5.25%
Holding current value
$2.31 Million
Previous $2.17 Million 5.08%
% of portfolio
2.46%
Previous 2.49%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$57.55 - $58.0 $112,740 - $113,622
1,959 Added 5.25%
39,246 $2.28 Million
Q1 2024

Aug 14, 2024

BUY
$57.88 - $58.54 $1.18 Million - $1.19 Million
20,307 Added 119.59%
37,287 $2.17 Million
Q4 2023

Feb 14, 2024

BUY
$57.34 - $58.41 $973,633 - $991,801
16,980 New
16,980 $990,000

Others Institutions Holding VGSH

About VANGUARD


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

Track Family Wealth Group, LLC Portfolio

Follow Family Wealth Group, 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 Family Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Family Wealth Group, LLC with notifications on news.