Defined Wealth Management, LLC Vanguard Transaction History

Defined Wealth Management, LLC

  • $140 Million
  • Q2 2024

A detailed history of Defined Wealth Management, LLC transactions in Vanguard stock. As of the latest transaction made, Defined Wealth Management, LLC holds 9,841 shares of VGSH stock, worth $576,387. This represents 0.41% of its overall portfolio holdings.

Number of Shares
9,841
Previous 10,933 9.99%
Holding current value
$576,387
Previous $634,000 10.09%
% of portfolio
0.41%
Previous 0.47%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 05, 2024
SELL
$57.55 - $58.0 $62,844 - $63,336
-1,092 Reduced 9.99%
9,841 $570,000
Q1 2024

Apr 15, 2024
SELL
$57.88 - $58.54 $636 - $643
-11 Reduced 0.1%
10,933 $634,000
Q4 2023

Jan 09, 2024
BUY
$57.34 - $58.41 $19,724 - $20,093
344 Added 3.25%
10,944 $638,000
Q3 2023

Oct 24, 2023
SELL
$57.47 - $57.91 $212,524 - $214,151
-3,698 Reduced 25.86%
10,600 $610,000
Q2 2023

Jul 28, 2023
BUY
$57.72 - $58.69 $200,172 - $203,536
3,468 Added 32.02%
14,298 $825,000
Q1 2023

Apr 21, 2023
BUY
$57.32 - $58.77 $620,775 - $636,479
10,830 New
10,830 $633,000

Others Institutions Holding VGSH

# of Institutions
900
Shares Held
233M
Call Options Held
15.1K
Put Options Held
44K
View Full List

About VANGUARD

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