Birchcreek Wealth Management, LLC Vanguard Transaction History

Birchcreek Wealth Management, LLC

  • $152 Million
  • Q3 2024

A detailed history of Birchcreek Wealth Management, LLC transactions in Vanguard stock. As of the latest transaction made, Birchcreek Wealth Management, LLC holds 8,972 shares of VGSH stock, worth $523,157. This represents 0.35% of its overall portfolio holdings.

Number of Shares
8,972
Previous 31,260 71.3%
Holding current value
$523,157
Previous $1.81 Million 70.81%
% of portfolio
0.35%
Previous 1.04%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024
SELL
$57.74 - $59.13 $1.29 Million - $1.32 Million
-22,288 Reduced 71.3%
8,972 $529,000
Q2 2024

Aug 02, 2024
SELL
$57.55 - $58.0 $930,065 - $937,338
-16,161 Reduced 34.08%
31,260 $1.81 Million
Q1 2024

Apr 29, 2024
SELL
$57.88 - $58.54 $33,744 - $34,128
-583 Reduced 1.21%
47,421 $2.75 Million
Q4 2023

Feb 05, 2024
SELL
$57.34 - $58.41 $127,008 - $129,378
-2,215 Reduced 4.41%
48,004 $2.8 Million
Q3 2023

Oct 23, 2023
BUY
$57.47 - $57.91 $238,040 - $239,863
4,142 Added 8.99%
50,219 $2.89 Million
Q2 2023

Jul 20, 2023
SELL
$57.72 - $58.69 $521,384 - $530,146
-9,033 Reduced 16.39%
46,077 $2.66 Million
Q1 2023

May 01, 2023
BUY
$57.32 - $58.77 $320,246 - $328,347
5,587 Added 11.28%
55,110 $3.23 Million
Q4 2022

Feb 06, 2023
SELL
$57.38 - $58.13 $155,671 - $157,706
-2,713 Reduced 5.19%
49,523 $2.86 Million
Q3 2022

Nov 14, 2022
BUY
$57.67 - $59.08 $179,296 - $183,679
3,109 Added 6.33%
52,236 $3.02 Million
Q2 2022

Aug 12, 2022
BUY
$58.29 - $59.37 $134,941 - $137,441
2,315 Added 4.95%
49,127 $2.89 Million
Q1 2022

May 13, 2022
BUY
$59.19 - $60.79 $412,495 - $423,645
6,969 Added 17.49%
46,812 $2.77 Million
Q4 2021

Feb 09, 2022
BUY
$60.79 - $61.43 $878,476 - $887,724
14,451 Added 56.91%
39,843 $2.42 Million
Q3 2021

Nov 16, 2021
BUY
$61.39 - $61.54 $841,718 - $843,774
13,711 Added 117.38%
25,392 $1.56 Million
Q2 2021

Aug 16, 2021
BUY
$61.41 - $61.64 $49,803 - $49,990
811 Added 7.46%
11,681 $718,000
Q1 2021

May 17, 2021
SELL
$61.49 - $61.63 $1,721 - $1,725
-28 Reduced 0.26%
10,870 $669,000
Q4 2020

Jan 28, 2021
BUY
$61.6 - $62.06 $671,316 - $676,329
10,898 New
10,898 $671,000

Others Institutions Holding VGSH

# of Institutions
928
Shares Held
231M
Call Options Held
21.5K
Put Options Held
32.6K
View Full List

About VANGUARD

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

Track Birchcreek Wealth Management, LLC Portfolio

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email