Accurate Wealth Management, LLC Vanguard Transaction History

Accurate Wealth Management, LLC

$486 Million
Q4 2024

A detailed history of Accurate Wealth Management, LLC transactions in Vanguard stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 43,312 shares of VGSH stock, worth $2.52 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares

43,312

Previous 34,769 24.57%

Holding current value

$2.52 Million

Previous $2.05 Million 22.76%

% of portfolio

0.52%

Previous 0.44%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$58.02 - $58.88 $495,664 - $503,011	8,543 Added 24.57%	43,312 $2.52 Million
Q3 2024 Oct 17, 2024	BUY	$57.74 - $59.13 $404,526 - $414,264	7,006 Added 25.24%	34,769 $2.05 Million
Q2 2024 Jul 17, 2024	BUY	$57.55 - $58.0 $119,301 - $120,234	2,073 Added 8.07%	27,763 $1.61 Million
Q1 2024 Apr 22, 2024	BUY	$57.88 - $58.54 $1.03 Million - $1.04 Million	17,780 Added 224.78%	25,690 $1.49 Million
Q4 2023 Jan 12, 2024	BUY	$57.34 - $58.41 $36,009 - $36,681	628 Added 8.62%	7,910 $461,000
Q3 2023 Oct 23, 2023	SELL	$57.47 - $57.91 $25,746 - $25,943	-448 Reduced 5.8%	7,282 $419,000
Q2 2023 Jul 24, 2023	BUY	$57.72 - $58.69 $111,053 - $112,919	1,924 Added 33.14%	7,730 $446,000
Q1 2023 Apr 13, 2023	BUY	$57.32 - $58.77 $186,691 - $191,413	3,257 Added 127.78%	5,806 $339,000
Q4 2022 Jan 11, 2023	BUY	$57.38 - $58.13 $146,261 - $148,173	2,549 New	2,549 $0

Others Institutions Holding VGSH

# of Institutions

931

Shares Held

232M

Call Options Held

21.5K

Put Options Held

32.6K

View Full List

About VANGUARD

Ticker VGSH
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Accurate Wealth Management, LLC Vanguard Transaction History