Biltmore Wealth Management, LLC Vanguard Transaction History

Biltmore Wealth Management, LLC

  • $230 Million
  • Q2 2024

A detailed history of Biltmore Wealth Management, LLC transactions in Vanguard stock. As of the latest transaction made, Biltmore Wealth Management, LLC holds 115,730 shares of VGSH stock, worth $6.8 Million. This represents 2.91% of its overall portfolio holdings.

Number of Shares
115,730
Previous 101,373 14.16%
Holding current value
$6.8 Million
Previous $5.89 Million 14.02%
% of portfolio
2.91%
Previous 2.63%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 12, 2024
BUY
$57.55 - $58.0 $826,245 - $832,706
14,357 Added 14.16%
115,730 $6.71 Million
Q4 2023

Jan 24, 2024
BUY
$57.34 - $58.41 $242,662 - $247,191
4,232 Added 4.36%
101,373 $5.91 Million
Q3 2023

Oct 10, 2023
BUY
$57.47 - $57.91 $5.58 Million - $5.63 Million
97,141 New
97,141 $5.6 Million

Others Institutions Holding VGSH

# of Institutions
901
Shares Held
232M
Call Options Held
15.1K
Put Options Held
44K
View Full List

About VANGUARD

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