Buckingham Strategic Wealth, LLC Vanguard Transaction History

Buckingham Strategic Wealth, LLC

$8.98 Billion
Q2 2024

A detailed history of Buckingham Strategic Wealth, LLC transactions in Vanguard stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 222,450 shares of VGSH stock, worth $12.9 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

222,450

Previous 230,779 3.61%

Holding current value

$12.9 Million

Previous $13.4 Million 3.75%

% of portfolio

0.14%

Previous 0.15%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	SELL	$57.55 - $58.0 $479,333 - $483,082	-8,329 Reduced 3.61%	222,450 $12.9 Million
Q1 2024 May 09, 2024	SELL	$57.88 - $58.54 $347,627 - $351,591	-6,006 Reduced 2.54%	230,779 $13.4 Million
Q4 2023 Feb 14, 2024	SELL	$57.34 - $58.41 $384,120 - $391,288	-6,699 Reduced 2.75%	236,785 $13.8 Million
Q3 2023 Nov 13, 2023	BUY	$57.47 - $57.91 $2.71 Million - $2.73 Million	47,152 Added 24.02%	243,484 $14 Million
Q2 2023 Aug 11, 2023	BUY	$57.72 - $58.69 $4.13 Million - $4.2 Million	71,536 Added 57.32%	196,332 $11.3 Million
Q4 2022 Feb 13, 2023	BUY	$57.38 - $58.13 $703,478 - $712,673	12,260 Added 10.89%	124,796 $7.22 Million
Q3 2022 Nov 07, 2022	BUY	$57.67 - $59.08 $688,637 - $705,474	11,941 Added 11.87%	112,536 $6.5 Million
Q2 2022 Aug 12, 2022	BUY	$58.29 - $59.37 $3.9 Million - $3.98 Million	66,981 Added 199.27%	100,595 $5.92 Million
Q1 2022 May 10, 2022	BUY	$59.19 - $60.79 $673,996 - $692,215	11,387 Added 51.23%	33,614 $1.99 Million
Q4 2021 Feb 09, 2022	SELL	$60.79 - $61.43 $98,783 - $99,823	-1,625 Reduced 6.81%	22,227 $1.35 Million
Q3 2021 Nov 10, 2021	SELL	$61.39 - $61.54 $237,149 - $237,729	-3,863 Reduced 13.94%	23,852 $1.47 Million
Q2 2021 Aug 06, 2021	SELL	$61.41 - $61.64 $750,061 - $752,870	-12,214 Reduced 30.59%	27,715 $1.7 Million
Q1 2021 Apr 30, 2021	BUY	$61.49 - $61.63 $1.78 Million - $1.79 Million	29,015 Added 265.85%	39,929 $2.46 Million
Q4 2020 Feb 16, 2021	BUY	$61.6 - $62.06 $672,302 - $677,322	10,914 New	10,914 $672,000
Q1 2020 May 07, 2020	SELL	$60.83 - $62.34 $376,233 - $385,572	-6,185 Closed	0 $0
Q4 2019 Feb 04, 2020	BUY	$60.69 - $61.1 $33,379 - $33,605	550 Added 9.76%	6,185 $376,000
Q3 2019 Nov 12, 2019	BUY	$60.71 - $60.94 $46,746 - $46,923	770 Added 15.83%	5,635 $343,000
Q2 2019 Aug 05, 2019	SELL	N/A	-2,565 Reduced 34.52%	4,865 $296,000
Q1 2019 May 02, 2019	BUY	N/A	4,002 Added 116.74%	7,430 $449,000
Q4 2018 Feb 11, 2019	BUY	N/A	3,428 New	3,428 $206,000

Others Institutions Holding VGSH

# of Institutions

913

Shares Held

231M

Call Options Held

21.5K

Put Options Held

32.6K

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 Buckingham Strategic Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Buckingham Strategic Wealth, LLC with notifications on news.

Account

Buckingham Strategic Wealth, LLC Vanguard Transaction History