Defined Wealth Management, LLC Vanguard Transaction History

Defined Wealth Management, LLC

  • $155 Million
  • Q2 2025

A detailed history of Defined Wealth Management, LLC transactions in Vanguard stock. As of the latest transaction made, Defined Wealth Management, LLC holds 20,501 shares of VGSH stock, worth $1.2 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares
20,501
Previous 16,610 23.43%
Holding current value
$1.2 Million
Previous $974,000 23.61%
% of portfolio
0.78%
Previous 0.68%

Shares

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

Jul 09, 2025
BUY
$58.32 - $58.95 $226,923 - $229,374
3,891 Added 23.43%
20,501 $1.2 Million
Q1 2025

Apr 16, 2025
BUY
$58.07 - $58.69 $377,513 - $381,543
6,501 Added 64.31%
16,610 $974,000
Q4 2024

Jan 15, 2025
BUY
$58.02 - $58.88 $2,088 - $2,119
36 Added 0.36%
10,109 $588,000
Q3 2024

Oct 31, 2024
BUY
$57.74 - $59.13 $13,395 - $13,718
232 Added 2.36%
10,073 $594,000
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
1,028
Shares Held
276M
Call Options Held
6.2K
Put Options Held
400
View Full List

About VANGUARD

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