Forvis Wealth Advisors, LLC Vanguard Transaction History

Forvis Wealth Advisors, LLC

$4.26 Billion
Q3 2024

A detailed history of Forvis Wealth Advisors, LLC transactions in Vanguard stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 11,370 shares of VGSH stock, worth $662,188. This represents 0.02% of its overall portfolio holdings.

Number of Shares

11,370

Previous 11,256 1.01%

Holding current value

$662,188

Previous $652,000 2.91%

% of portfolio

0.02%

Previous 0.02%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$57.74 - $59.13 $6,582 - $6,740	114 Added 1.01%	11,370 $671,000
Q2 2024 Aug 09, 2024	SELL	$57.55 - $58.0 $120,624 - $121,568	-2,096 Reduced 15.7%	11,256 $652,000
Q1 2024 Apr 19, 2024	SELL	$57.88 - $58.54 $54,349 - $54,969	-939 Reduced 6.57%	13,352 $775,000
Q4 2023 Jan 11, 2024	SELL	$57.34 - $58.41 $686,245 - $699,050	-11,968 Reduced 45.58%	14,291 $833,000
Q3 2023 Oct 25, 2023	SELL	$57.47 - $57.91 $1.19 Million - $1.2 Million	-20,771 Reduced 44.17%	26,259 $1.51 Million
Q2 2023 Aug 08, 2023	BUY	$57.72 - $58.69 $161,038 - $163,745	2,790 Added 6.31%	47,030 $2.72 Million
Q1 2023 Apr 26, 2023	SELL	$57.32 - $58.77 $256,678 - $263,172	-4,478 Reduced 9.19%	44,240 $2.59 Million
Q4 2022 Feb 02, 2023	BUY	$57.38 - $58.13 $866,495 - $877,821	15,101 Added 44.92%	48,718 $2.82 Million
Q3 2022 Oct 13, 2022	BUY	$57.67 - $59.08 $1.13 Million - $1.15 Million	19,518 Added 138.44%	33,617 $1.94 Million
Q2 2022 Jul 22, 2022	BUY	$58.29 - $59.37 $821,830 - $837,057	14,099 New	14,099 $830,000

Others Institutions Holding VGSH

# of Institutions

913

Shares Held

231M

Call Options Held

21.5K

Put Options Held

32.6K

View Full List

About VANGUARD

Ticker VGSH
Sector ETFs
Industry ETFs

More about VGSH

Track This Portfolio

Portfolio Update

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

News

Stay updated on Forvis Wealth Advisors, LLC with notifications on news.

Account

Forvis Wealth Advisors, LLC Vanguard Transaction History