Arkadios Wealth Advisors Vanguard Transaction History

Arkadios Wealth Advisors

$2.49 Billion
Q1 2025

A detailed history of Arkadios Wealth Advisors transactions in Vanguard stock. As of the latest transaction made, Arkadios Wealth Advisors holds 165,229 shares of VGSH stock, worth $9.68 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares

165,229

Previous 17,304 854.86%

Holding current value

$9.68 Million

Previous $1.01 Million 863.92%

% of portfolio

0.39%

Previous 0.06%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	BUY	$58.07 - $58.69 $8.59 Million - $8.68 Million	147,925 Added 854.86%	165,229 $9.7 Million
Q4 2024 Jan 15, 2025	BUY	$58.02 - $58.88 $455,631 - $462,384	7,853 Added 83.09%	17,304 $1.01 Million
Q3 2024 Oct 24, 2024	BUY	$57.74 - $59.13 $53,813 - $55,109	932 Added 10.94%	9,451 $557,000
Q2 2024 Jul 29, 2024	BUY	$57.55 - $58.0 $52,600 - $53,012	914 Added 12.02%	8,519 $494,000
Q1 2024 Apr 30, 2024	BUY	$57.88 - $58.54 $117,438 - $118,777	2,029 Added 36.39%	7,605 $441,000
Q4 2023 Jan 24, 2024	BUY	$57.34 - $58.41 $81,824 - $83,351	1,427 Added 34.39%	5,576 $325,000
Q3 2023 Oct 13, 2023	BUY	$57.47 - $57.91 $238,443 - $240,268	4,149 New	4,149 $238,000
Q4 2021 Feb 03, 2022	SELL	$60.79 - $61.43 $57,628 - $58,235	-948 Closed	0 $0
Q1 2021 Apr 26, 2021	BUY	$61.49 - $61.63 $4,857 - $4,868	79 Added 9.09%	948 $58,000
Q4 2020 Feb 09, 2021	BUY	$61.6 - $62.06 $53,530 - $53,930	869 New	869 $53,000

Others Institutions Holding VGSH

# of Institutions

1,031

Shares Held

274M

Call Options Held

6.2K

Put Options Held

400

View Full List

About VANGUARD

Ticker VGSH
Sector ETFs
Industry ETFs

More about VGSH

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Arkadios Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Arkadios Wealth Advisors with notifications on news.

Account

Arkadios Wealth Advisors Vanguard Transaction History