Executive Wealth Management, LLC Vanguard Transaction History

Executive Wealth Management, LLC

$1.16 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 26, 2024	SELL	$57.34 - $58.41 $116,686 - $118,864	-2,035 Reduced 14.63%	11,871 $692,000
Q3 2023 Nov 07, 2023	SELL	$57.47 - $57.91 $754,121 - $759,895	-13,122 Reduced 48.55%	13,906 $800,000
Q2 2023 Aug 02, 2023	SELL	$57.72 - $58.69 $1.22 Million - $1.24 Million	-21,209 Reduced 43.97%	27,028 $1.56 Million
Q1 2023 May 11, 2023	SELL	$57.32 - $58.77 $465,381 - $477,153	-8,119 Reduced 14.41%	48,237 $2.82 Million
Q4 2022 Feb 13, 2023	BUY	$57.38 - $58.13 $3.03 Million - $3.07 Million	52,815 Added 1491.53%	56,356 $3.26 Million
Q3 2022 Nov 10, 2022	SELL	$57.67 - $59.08 $1.9 Million - $1.94 Million	-32,914 Reduced 90.29%	3,541 $3.54 Million
Q2 2022 Jul 26, 2022	BUY	$58.29 - $59.37 $2.12 Million - $2.16 Million	36,455 New	36,455 $2.15 Million

Others Institutions Holding VGSH

# of Institutions

913

Shares Held

231M

Call Options Held

21.5K

Put Options Held

32.6K

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