Lifeworks Advisors, LLC Vanguard Transaction History

Lifeworks Advisors, LLC

$638 Million
Q2 2025

A detailed history of Lifeworks Advisors, LLC transactions in Vanguard stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 16,234 shares of VGSH stock, worth $951,312. This represents 0.15% of its overall portfolio holdings.

Number of Shares

16,234

Previous 14,449 12.35%

Holding current value

$951,312

Previous $848,000 12.5%

% of portfolio

0.15%

Previous 0.15%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	BUY	$58.32 - $58.95 $104,101 - $105,225	1,785 Added 12.35%	16,234 $954,000
Q1 2025 May 06, 2025	SELL	$58.07 - $58.69 $483,606 - $488,770	-8,328 Reduced 36.56%	14,449 $848,000
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

1,030

Shares Held

280M

Call Options Held

6.2K

Put Options Held

400

View Full List

About VANGUARD

Ticker VGSH
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Lifeworks Advisors, LLC Vanguard Transaction History