Forvis Wealth Advisors, LLC Vanguard Transaction History

Forvis Wealth Advisors, LLC

$3.96 Billion
Q2 2024

A detailed history of Forvis Wealth Advisors, LLC transactions in Vanguard stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 11,256 shares of VGSH stock, worth $664,216. This represents 0.02% of its overall portfolio holdings.

Number of Shares

11,256

Previous 13,352 15.7%

Holding current value

$664,216

Previous $775,000 15.87%

% of portfolio

0.02%

Previous 0.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

902

Shares Held

232M

Call Options Held

15.1K

Put Options Held

44K

View Full List

About VANGUARD

Ticker VGSH
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Forvis Wealth Advisors, LLC Vanguard Transaction History