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 $13 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

222,450

Previous 230,779 3.61%

Holding current value

$13 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

974

Shares Held

262M

Call Options Held

5.1K

Put Options Held

1.3K

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Ticker VGSH
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Buckingham Strategic Wealth, LLC Vanguard Transaction History