Iams Wealth Management, LLC Vanguard Transaction History

Iams Wealth Management, LLC

  • $249 Billion
  • Q3 2025

A detailed history of Iams Wealth Management, LLC transactions in Vanguard stock. As of the latest transaction made, Iams Wealth Management, LLC holds 16,315 shares of VGSH stock, worth $960,137. This represents 0.39% of its overall portfolio holdings.

Number of Shares
16,315
Previous 14,814 10.13%
Holding current value
$960,137
Previous $871 Million 10.27%
% of portfolio
0.39%
Previous 0.4%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025
BUY
$58.43 - $58.88 $87,703 - $88,378
1,501 Added 10.13%
16,315 $960 Million
Q2 2025

Jul 14, 2025
BUY
$58.32 - $58.95 $863,952 - $873,285
14,814 New
14,814 $871 Million

Others Institutions Holding VGSH

# of Institutions
1,074
Shares Held
285M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD

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