Family Wealth Group, LLC Vanguard Transaction History

Family Wealth Group, LLC

$92.9 Million
Q3 2024

A detailed history of Family Wealth Group, LLC transactions in Vanguard stock. As of the latest transaction made, Family Wealth Group, LLC holds 30,786 shares of VGSH stock, worth $1.81 Million. This represents 1.96% of its overall portfolio holdings.

Number of Shares

30,786

Previous 39,246 21.56%

Holding current value

$1.81 Million

Previous $2.28 Million 20.18%

% of portfolio

1.96%

Previous 2.46%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Apr 01, 2025	SELL	$57.74 - $59.13 $481,320 - $492,907	-8,336 Reduced 21.48%	30,479 $1.8 Million
Q3 2024 Nov 14, 2024	SELL	$57.74 - $59.13 $488,480 - $500,239	-8,460 Reduced 21.56%	30,786 $1.82 Million
Q2 2024 Apr 01, 2025	BUY	$57.55 - $58.0 $84,656 - $85,318	1,471 Added 3.94%	38,815 $2.25 Million
Q2 2024 Aug 14, 2024	BUY	$57.55 - $58.0 $112,740 - $113,622	1,959 Added 5.25%	39,246 $2.28 Million
Q1 2024 Apr 01, 2025	BUY	$57.88 - $58.54 $1.21 Million - $1.22 Million	20,865 Added 126.62%	37,344 $2.17 Billion
Q1 2024 Aug 14, 2024	BUY	$57.88 - $58.54 $1.18 Million - $1.19 Million	20,307 Added 119.59%	37,287 $2.17 Million
Q4 2023 Apr 01, 2025	SELL	$57.34 - $58.41 $820,363 - $835,671	-14,307 Reduced 46.47%	16,479 $961 Million
Q4 2023 Feb 14, 2024	BUY	$57.34 - $58.41 $973,633 - $991,801	16,980 New	16,980 $990,000

Others Institutions Holding VGSH

# of Institutions

988

Shares Held

254M

Call Options Held

5.1K

Put Options Held

1.3K

View Full List

About VANGUARD

Ticker VGSH
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Family Wealth Group, LLC Vanguard Transaction History