Ivc Wealth Advisors LLC Vanguard Transaction History

Ivc Wealth Advisors LLC

  • $221 Million
  • Q3 2025

A detailed history of Ivc Wealth Advisors LLC transactions in Vanguard stock. As of the latest transaction made, Ivc Wealth Advisors LLC holds 5,207 shares of VGSH stock, worth $306,431. This represents 0.14% of its overall portfolio holdings.

Number of Shares
5,207
Holding current value
$306,431
% of portfolio
0.14%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 09, 2025
BUY
$58.43 - $58.88 $304,245 - $306,588
5,207 New
5,207 $306,000
Q2 2024

Jul 16, 2024
SELL
$57.55 - $58.0 $8,344 - $8,410
-145 Reduced 4.01%
3,473 $201,000
Q1 2024

Apr 19, 2024
BUY
$57.88 - $58.54 $2,430 - $2,458
42 Added 1.17%
3,618 $210,000
Q4 2023

Jan 10, 2024
BUY
$57.34 - $58.41 $4,071 - $4,147
71 Added 2.03%
3,576 $208,000
Q3 2023

Oct 05, 2023
BUY
$57.47 - $57.91 $229 - $231
4 Added 0.11%
3,505 $201,000
Q2 2023

Jul 13, 2023
BUY
$57.72 - $58.69 $202,077 - $205,473
3,501 New
3,501 $202,000
Q2 2022

Jul 11, 2022
SELL
$58.29 - $59.37 $17,953 - $18,285
-308 Reduced 6.89%
4,163 $245,000
Q1 2022

Apr 27, 2022
BUY
$59.19 - $60.79 $264,638 - $271,792
4,471 New
4,471 $265,000

Others Institutions Holding VGSH

# of Institutions
1,064
Shares Held
285M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD

VGSH Quotes by TradingView
  • Ticker VGSH
  • Sector ETFs
  • Industry ETFs
More about VGSH
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