Lifeworks Advisors, LLC Vanguard Transaction History

Lifeworks Advisors, LLC

  • $539 Million
  • Q4 2024

A detailed history of Lifeworks Advisors, LLC transactions in Vanguard stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 22,777 shares of VGSH stock, worth $1.33 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
22,777
Previous 20,076 13.45%
Holding current value
$1.33 Million
Previous $1.18 Million 11.91%
% of portfolio
0.25%
Previous 0.24%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$58.02 - $58.88 $156,712 - $159,034
2,701 Added 13.45%
22,777 $1.33 Million
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

# of Institutions
982
Shares Held
259M
Call Options Held
5.1K
Put Options Held
1.3K
View Full List

About VANGUARD

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