Cws Financial Advisors, LLC Vanguard Transaction History

Cws Financial Advisors, LLC

$302 Million
Q4 2024

A detailed history of Cws Financial Advisors, LLC transactions in Vanguard stock. As of the latest transaction made, Cws Financial Advisors, LLC holds 39,373 shares of VGSH stock, worth $2.31 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares

39,373

Previous 32,792 20.07%

Holding current value

$2.31 Million

Previous $1.94 Million 18.35%

% of portfolio

0.76%

Previous 0.7%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$58.02 - $58.88 $381,829 - $387,489	6,581 Added 20.07%	39,373 $2.29 Million
Q3 2024 Nov 14, 2024	BUY	$57.74 - $59.13 $69,057 - $70,719	1,196 Added 3.79%	32,792 $1.94 Million
Q2 2024 Jul 31, 2024	BUY	$57.55 - $58.0 $67,851 - $68,382	1,179 Added 3.88%	31,596 $1.83 Million
Q1 2024 May 01, 2024	BUY	$57.88 - $58.54 $110,724 - $111,987	1,913 Added 6.71%	30,417 $1.77 Million
Q4 2023 Feb 08, 2024	BUY	$57.34 - $58.41 $431,483 - $439,535	7,525 Added 35.87%	28,504 $1.66 Million
Q3 2023 Nov 14, 2023	BUY	$57.47 - $57.91 $226,949 - $228,686	3,949 Added 23.19%	20,979 $1.21 Million
Q2 2023 Aug 14, 2023	BUY	$57.72 - $58.69 $538,873 - $547,929	9,336 Added 121.34%	17,030 $983,000
Q1 2023 May 09, 2023	BUY	$57.32 - $58.77 $441,020 - $452,176	7,694 New	7,694 $450,000

Others Institutions Holding VGSH

# of Institutions

984

Shares Held

253M

Call Options Held

5.1K

Put Options Held

1.3K

View Full List

About VANGUARD

Ticker VGSH
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Cws Financial Advisors, LLC Vanguard Transaction History