Family Wealth Group, LLC Vanguard Transaction History

Family Wealth Group, LLC

  • $92.9 Million
  • Q3 2024

A detailed history of Family Wealth Group, LLC transactions in Vanguard stock. As of the latest transaction made, Family Wealth Group, LLC holds 30,786 shares of VGSH stock, worth $1.79 Million. This represents 1.96% of its overall portfolio holdings.

Number of Shares
30,786
Previous 39,246 21.56%
Holding current value
$1.79 Million
Previous $2.28 Million 20.18%
% of portfolio
1.96%
Previous 2.46%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$57.74 - $59.13 $488,480 - $500,239
-8,460 Reduced 21.56%
30,786 $1.82 Million
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

# of Institutions
913
Shares Held
231M
Call Options Held
21.5K
Put Options Held
32.6K
View Full List

About VANGUARD

VGSH Quotes by TradingView
  • Ticker VGSH
  • Sector ETFs
  • Industry ETFs
More about VGSH
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