Iht Wealth Management, LLC Vanguard Transaction History

Iht Wealth Management, LLC

  • $3.44 Billion
  • Q3 2024

A detailed history of Iht Wealth Management, LLC transactions in Vanguard stock. As of the latest transaction made, Iht Wealth Management, LLC holds 7,021 shares of VGSH stock, worth $407,358. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,021
Previous 3,856 82.08%
Holding current value
$407,358
Previous $223,000 85.65%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$57.74 - $59.13 $182,747 - $187,146
3,165 Added 82.08%
7,021 $414,000
Q2 2024

Aug 14, 2024
SELL
$57.55 - $58.0 $171,441 - $172,782
-2,979 Reduced 43.58%
3,856 $223,000
Q1 2024

May 15, 2024
SELL
$57.88 - $58.54 $23,788 - $24,059
-411 Reduced 5.67%
6,835 $396,000
Q4 2023

Feb 14, 2024
SELL
$57.34 - $58.41 $26,147 - $26,634
-456 Reduced 5.92%
7,246 $422,000
Q3 2023

Nov 14, 2023
BUY
$57.47 - $57.91 $172,007 - $173,324
2,993 Added 63.56%
7,702 $443,000
Q2 2023

Aug 14, 2023
BUY
$57.72 - $58.69 $271,803 - $276,371
4,709 New
4,709 $271,000

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
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