A detailed history of Lifeworks Advisors, LLC transactions in Vanguard stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 20,076 shares of VGSH stock, worth $1.17 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
20,076
Previous 17,076 17.57%
Holding current value
$1.17 Million
Previous $990,000 19.6%
% of portfolio
0.24%
Previous 0.28%

Shares

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

Nov 06, 2024

BUY
$57.74 - $59.13 $173,220 - $177,390
3,000 Added 17.57%
20,076 $1.18 Million
Q2 2024

Aug 13, 2024

SELL
$57.55 - $58.0 $204,705 - $206,306
-3,557 Reduced 17.24%
17,076 $990,000
Q1 2024

May 10, 2024

SELL
$57.88 - $58.54 $345,948 - $349,893
-5,977 Reduced 22.46%
20,633 $1.2 Million
Q4 2023

Feb 12, 2024

BUY
$57.34 - $58.41 $468,009 - $476,742
8,162 Added 44.24%
26,610 $1.55 Million
Q3 2023

Nov 01, 2023

BUY
$57.47 - $57.91 $1.06 Million - $1.07 Million
18,448 New
18,448 $1.06 Million

Others Institutions Holding VGSH

About VANGUARD


  • Ticker VGSH
  • Sector ETFs
  • Industry ETFs
More about VGSH
Track This Portfolio

Track Lifeworks Advisors, LLC Portfolio

Follow Lifeworks Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Lifeworks Advisors, LLC with notifications on news.