Diversify Wealth Management, LLC Vanguard Transaction History

Diversify Wealth Management, LLC

  • $1.28 Trillion
  • Q4 2024

A detailed history of Diversify Wealth Management, LLC transactions in Vanguard stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 8,194 shares of VGSH stock, worth $477,382. This represents 0.04% of its overall portfolio holdings.

Number of Shares
8,194
Previous 6,059 35.24%
Holding current value
$477,382
Previous $354 Million 34.3%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Jan 16, 2025
BUY
$58.02 - $58.88 $123,872 - $125,708
2,135 Added 35.24%
8,194 $476 Million
Q3 2024

Oct 25, 2024
BUY
$57.74 - $59.13 $349,846 - $358,268
6,059 New
6,059 $354 Million

Others Institutions Holding VGSH

# of Institutions
965
Shares Held
261M
Call Options Held
11K
Put Options Held
6K
View Full List

About VANGUARD

VGSH Quotes by TradingView
  • Ticker VGSH
  • Sector ETFs
  • Industry ETFs
More about VGSH
Track This Portfolio

Track Diversify Wealth Management, LLC Portfolio

Follow Diversify Wealth Management, 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 Diversify Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Diversify Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email