Falcon Wealth Planning Vanguard Star Fd Vanguard Tota Transaction History

Falcon Wealth Planning

  • $798 Million
  • Q3 2024

A detailed history of Falcon Wealth Planning transactions in Vanguard Star Fd Vanguard Tota stock. As of the latest transaction made, Falcon Wealth Planning holds 5,990 shares of VXUS stock, worth $361,855. This represents 0.05% of its overall portfolio holdings.

Number of Shares
5,990
Previous 6,006 0.27%
Holding current value
$361,855
Previous $362,000 6.91%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Oct 30, 2024
SELL
$58.03 - $65.37 $928 - $1,045
-16 Reduced 0.27%
5,990 $387,000
Q2 2024

Jul 16, 2024
SELL
$57.86 - $62.21 $636 - $684
-11 Reduced 0.18%
6,006 $362,000
Q1 2024

Apr 15, 2024
BUY
$55.74 - $60.35 $49,831 - $53,952
894 Added 17.45%
6,017 $362,000
Q4 2023

Jan 10, 2024
BUY
$51.06 - $57.96 $9,497 - $10,780
186 Added 3.77%
5,123 $296,000
Q3 2023

Oct 05, 2023
BUY
$53.3 - $58.26 $1,599 - $1,747
30 Added 0.61%
4,937 $264,000
Q2 2023

Jul 13, 2023
BUY
$54.28 - $57.76 $266,351 - $283,428
4,907 New
4,907 $275,000

Others Institutions Holding VXUS

# of Institutions
1,256
Shares Held
301M
Call Options Held
160K
Put Options Held
71.7K
View Full List

About VANGUARD STAR FD VANGUARD TOTA

VXUS Quotes by TradingView
  • Ticker VXUS
  • Sector ETFs
  • Industry ETFs
More about VXUS
Track This Portfolio

Track Falcon Wealth Planning Portfolio

Follow Falcon Wealth Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Falcon Wealth Planning, based on Form 13F filings with the SEC.

News

Stay updated on Falcon Wealth Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email