Financial & Tax Architects, LLC Vanguard Transaction History

Financial & Tax Architects, LLC

$363 Billion
Q1 2024

A detailed history of Financial & Tax Architects, LLC transactions in Vanguard stock. As of the latest transaction made, Financial & Tax Architects, LLC holds 5,320 shares of VGSH stock, worth $308,347. This represents 0.09% of its overall portfolio holdings.

Number of Shares

5,320

Previous 5,320 -0.0%

Holding current value

$308,347

Previous $310 Million 0.45%

% of portfolio

0.09%

Previous 0.09%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 19, 2023	SELL	$57.47 - $57.91 $1,609 - $1,621	-28 Reduced 0.52%	5,320 $306 Million
Q2 2023 Jul 25, 2023	SELL	$57.72 - $58.69 $4,617 - $4,695	-80 Reduced 1.47%	5,348 $309 Million
Q1 2023 Apr 26, 2023	SELL	$57.32 - $58.77 $440,102 - $451,236	-7,678 Reduced 58.58%	5,428 $318 Million
Q4 2022 Feb 09, 2023	BUY	$57.38 - $58.13 $752,022 - $761,851	13,106 New	13,106 $764 Million
Q3 2022 Aug 25, 2023	BUY	N/A	893 Added 16.7%	6,241 $361 Million

Q2 2022 Aug 25, 2023	SELL	N/A	-810 Reduced 15.15%	4,538 $267 Million
Q4 2021 Aug 25, 2023	SELL	N/A	-3,968 Closed	0 $0
Q3 2021 Aug 25, 2023	BUY	N/A	123 Added 3.2%	3,968 $244 Million
Q2 2021 Aug 25, 2023	BUY	N/A	43 Added 1.13%	3,845 $236 Million
Q1 2021 Aug 25, 2023	SELL	N/A	-1,546 Reduced 28.91%	3,802 $234 Million

Others Institutions Holding VGSH

# of Institutions

888

Shares Held

240M

Call Options Held

39.3K

Put Options Held

58.6K

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Financial & Tax Architects, LLC Vanguard Transaction History