Beverly Hills Private Wealth, LLC Vanguard Transaction History

Beverly Hills Private Wealth, LLC

$495 Billion
Q4 2024

A detailed history of Beverly Hills Private Wealth, LLC transactions in Vanguard stock. As of the latest transaction made, Beverly Hills Private Wealth, LLC holds 157,612 shares of VGSH stock, worth $9.18 Million. This represents 1.85% of its overall portfolio holdings.

Number of Shares

157,612

Previous 175,566 10.23%

Holding current value

$9.18 Million

Previous $10.4 Billion 11.5%

% of portfolio

1.85%

Previous 2.09%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$58.02 - $58.88 $1.04 Million - $1.06 Million	-17,954 Reduced 10.23%	157,612 $9.17 Billion
Q3 2024 Nov 12, 2024	BUY	$57.74 - $59.13 $2.66 Million - $2.72 Million	46,028 Added 35.53%	175,566 $10.4 Billion
Q2 2024 Aug 07, 2024	BUY	$57.55 - $58.0 $2.43 Million - $2.44 Million	42,151 Added 48.23%	129,538 $7.51 Billion
Q1 2024 May 08, 2024	BUY	$57.88 - $58.54 $2.53 Million - $2.56 Million	43,779 Added 100.39%	87,387 $5.07 Billion
Q4 2023 Jan 29, 2024	BUY	$57.34 - $58.41 $1.91 Million - $1.94 Million	33,262 Added 321.5%	43,608 $2.54 Billion
Q3 2023 Nov 08, 2023	BUY	$57.47 - $57.91 $594,584 - $599,136	10,346 New	10,346 $596 Million

Others Institutions Holding VGSH

# of Institutions

974

Shares Held

262M

Call Options Held

5.1K

Put Options Held

1.3K

View Full List

About VANGUARD

Ticker VGSH
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Beverly Hills Private Wealth, LLC Vanguard Transaction History