Hb Wealth Management, LLC Vanguard Transaction History

Hb Wealth Management, LLC

$9.75 Billion
Q4 2024

A detailed history of Hb Wealth Management, LLC transactions in Vanguard stock. As of the latest transaction made, Hb Wealth Management, LLC holds 84,880 shares of VGSH stock, worth $4.95 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

84,880

Previous 152,534 44.35%

Holding current value

$4.95 Million

Previous $9 Million 45.15%

% of portfolio

0.05%

Previous 0.1%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$58.02 - $58.88 $3.93 Million - $3.98 Million	-67,654 Reduced 44.35%	84,880 $4.94 Million
Q3 2024 Oct 15, 2024	SELL	$57.74 - $59.13 $733,702 - $751,364	-12,707 Reduced 7.69%	152,534 $9 Million
Q2 2024 Jul 26, 2024	SELL	$57.55 - $58.0 $2.13 Million - $2.15 Million	-37,055 Reduced 18.32%	165,241 $9.58 Million
Q1 2024 Apr 30, 2024	SELL	$57.88 - $58.54 $8.34 Million - $8.43 Million	-144,044 Reduced 41.59%	202,296 $11.7 Million
Q4 2023 Jan 16, 2024	SELL	$57.34 - $58.41 $141 Million - $144 Million	-2,466,955 Reduced 87.69%	346,340 $20.2 Million
Q3 2023 Oct 13, 2023	SELL	$57.47 - $57.91 $9.93 Million - $10 Million	-172,794 Reduced 5.79%	2,813,295 $162 Million
Q2 2023 Jul 13, 2023	BUY	$57.72 - $58.69 $9.15 Million - $9.3 Million	158,492 Added 5.61%	2,986,089 $172 Million
Q1 2023 Apr 13, 2023	BUY	$57.32 - $58.77 $12.9 Million - $13.2 Million	225,357 Added 8.66%	2,827,597 $166 Million
Q4 2022 Jan 20, 2023	BUY	$57.38 - $58.13 $147 Million - $149 Million	2,569,786 Added 7918.24%	2,602,240 $0
Q3 2022 Oct 19, 2022	BUY	$57.67 - $59.08 $1 Million - $1.03 Million	17,368 Added 115.13%	32,454 $1.88 Million
Q2 2022 Jul 15, 2022	BUY	$58.29 - $59.37 $879,362 - $895,655	15,086 New	15,086 $888,000
Q1 2022 May 16, 2022	SELL	$59.19 - $60.79 $2.42 Million - $2.49 Million	-40,923 Closed	0 $0
Q4 2021 Feb 15, 2022	BUY	$60.79 - $61.43 $2.49 Million - $2.51 Million	40,923 New	40,923 $2.49 Million

Others Institutions Holding VGSH

# of Institutions

931

Shares Held

232M

Call Options Held

21.5K

Put Options Held

32.6K

View Full List

About VANGUARD

Ticker VGSH
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Hb Wealth Management, LLC Vanguard Transaction History