Circle Wealth Management, LLC Vanguard Transaction History

Circle Wealth Management, LLC

  • $4.59 Billion
  • Q2 2025

A detailed history of Circle Wealth Management, LLC transactions in Vanguard stock. As of the latest transaction made, Circle Wealth Management, LLC holds 39,019 shares of VGSH stock, worth $2.3 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
39,019
Previous 27,659 41.07%
Holding current value
$2.3 Million
Previous $1.62 Million 41.28%
% of portfolio
0.05%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$58.32 - $58.95 $662,515 - $669,672
11,360 Added 41.07%
39,019 $2.29 Million
Q1 2025

May 14, 2025
BUY
$58.07 - $58.69 $304,170 - $307,418
5,238 Added 23.36%
27,659 $1.62 Million
Q3 2024

Nov 14, 2024
BUY
$57.74 - $59.13 $856,341 - $876,957
14,831 Added 195.4%
22,421 $1.32 Million
Q2 2024

Aug 13, 2024
BUY
$57.55 - $58.0 $436,804 - $440,220
7,590 New
7,590 $440,000

Others Institutions Holding VGSH

# of Institutions
1,074
Shares Held
285M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD

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