Connecticut Wealth Management, LLC Vanguard Transaction History

Connecticut Wealth Management, LLC

  • $2.06 Billion
  • Q3 2024

A detailed history of Connecticut Wealth Management, LLC transactions in Vanguard stock. As of the latest transaction made, Connecticut Wealth Management, LLC holds 5,400 shares of VGSH stock, worth $315,198. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,400
Previous 5,335 1.22%
Holding current value
$315,198
Previous $309,000 2.91%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 13, 2024
BUY
$57.74 - $59.13 $3,753 - $3,843
65 Added 1.22%
5,400 $318,000
Q2 2024

Aug 13, 2024
SELL
$57.55 - $58.0 $341,213 - $343,882
-5,929 Reduced 52.64%
5,335 $309,000
Q1 2024

May 01, 2024
SELL
$57.88 - $58.54 $42,020 - $42,500
-726 Reduced 6.06%
11,264 $654,000
Q4 2023

Feb 06, 2024
BUY
$57.34 - $58.41 $4,013 - $4,088
70 Added 0.59%
11,990 $699,000
Q3 2023

Oct 19, 2023
BUY
$57.47 - $57.91 $4,310 - $4,343
75 Added 0.63%
11,920 $686,000
Q2 2023

Jul 25, 2023
SELL
$57.72 - $58.69 $16,103 - $16,374
-279 Reduced 2.3%
11,845 $683,000
Q1 2023

Apr 18, 2023
BUY
$57.32 - $58.77 $694,947 - $712,527
12,124 New
12,124 $709,000

Others Institutions Holding VGSH

# of Institutions
916
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
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