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 $1.79 Million. This represents 1.96% of its overall portfolio holdings.

Number of Shares
30,786
Previous 39,246 21.56%
Holding current value
$1.79 Million
Previous $2.28 Million 20.18%
% of portfolio
1.96%
Previous 2.46%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

Aug 14, 2024
BUY
$57.55 - $58.0 $112,740 - $113,622
1,959 Added 5.25%
39,246 $2.28 Million
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

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
918
Shares Held
232M
Call Options Held
21.5K
Put Options Held
32.6K
View Full List

About VANGUARD

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

Track Family Wealth Group, LLC Portfolio

Follow Family Wealth Group, LLC 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 Family Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Family Wealth Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email