Circle Wealth Management, LLC Vanguard Transaction History

Circle Wealth Management, LLC

  • $4.51 Billion
  • Q3 2024

A detailed history of Circle Wealth Management, LLC transactions in Vanguard stock. As of the latest transaction made, Circle Wealth Management, LLC holds 22,421 shares of VGSH stock, worth $1.3 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
22,421
Previous 7,590 195.4%
Holding current value
$1.3 Million
Previous $440,000 200.68%
% of portfolio
0.03%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
917
Shares Held
232M
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
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