Lord & Richards Wealth Management, LLC Vanguard Transaction History

Lord & Richards Wealth Management, LLC

  • $95.7 Billion
  • Q2 2025

A detailed history of Lord & Richards Wealth Management, LLC transactions in Vanguard stock. As of the latest transaction made, Lord & Richards Wealth Management, LLC holds 18,866 shares of VGSH stock, worth $1.11 Million. This represents 1.16% of its overall portfolio holdings.

Number of Shares
18,866
Previous 38,419 50.89%
Holding current value
$1.11 Million
Previous $2.25 Billion 50.82%
% of portfolio
1.16%
Previous 2.56%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
SELL
$58.32 - $58.95 $1.14 Million - $1.15 Million
-19,553 Reduced 50.89%
18,866 $1.11 Billion
Q1 2025

May 02, 2025
BUY
$58.07 - $58.69 $816,928 - $825,650
14,068 Added 57.77%
38,419 $2.25 Billion
Q4 2024

Jan 30, 2025
BUY
$58.02 - $58.88 $1.41 Million - $1.43 Million
24,351 New
24,351 $1.42 Billion

Others Institutions Holding VGSH

# of Institutions
1,032
Shares Held
276M
Call Options Held
6.2K
Put Options Held
400
View Full List

About VANGUARD

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