Lutz Financial Services LLC Vanguard Transaction History

Lutz Financial Services LLC

$1.23 Billion
Q3 2024

A detailed history of Lutz Financial Services LLC transactions in Vanguard stock. As of the latest transaction made, Lutz Financial Services LLC holds 6,794 shares of VGSH stock, worth $395,274. This represents 0.03% of its overall portfolio holdings.

Number of Shares

6,794

Previous 10,991 38.19%

Holding current value

$395,274

Previous $637,000 37.21%

% of portfolio

0.03%

Previous 0.06%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	SELL	$57.74 - $59.13 $242,334 - $248,168	-4,197 Reduced 38.19%	6,794 $400,000
Q2 2024 Jul 29, 2024	SELL	$57.55 - $58.0 $525,546 - $529,656	-9,132 Reduced 45.38%	10,991 $637,000
Q1 2024 May 03, 2024	SELL	$57.88 - $58.54 $1.59 Million - $1.61 Million	-27,473 Reduced 57.72%	20,123 $1.17 Million
Q4 2023 Feb 07, 2024	SELL	$57.34 - $58.41 $2.37 Million - $2.41 Million	-41,315 Reduced 46.47%	47,596 $2.78 Million
Q3 2023 Nov 03, 2023	SELL	$57.47 - $57.91 $1.2 Million - $1.21 Million	-20,908 Reduced 19.04%	88,911 $5.12 Million
Q2 2023 Aug 07, 2023	SELL	$57.72 - $58.69 $2.28 Million - $2.32 Million	-39,462 Reduced 26.43%	109,819 $6.34 Million
Q1 2023 May 01, 2023	SELL	$57.32 - $58.77 $2.68 Million - $2.75 Million	-46,812 Reduced 23.87%	149,281 $8.74 Million
Q4 2022 Feb 06, 2023	SELL	$57.38 - $58.13 $3.8 Million - $3.85 Million	-66,272 Reduced 25.26%	196,093 $11.3 Million
Q3 2022 Oct 21, 2022	SELL	$57.67 - $59.08 $100,403 - $102,858	-1,741 Reduced 0.66%	262,365 $15.2 Million
Q2 2022 Jul 20, 2022	SELL	$58.29 - $59.37 $488,237 - $497,283	-8,376 Reduced 3.07%	264,106 $15.5 Million
Q1 2022 Apr 25, 2022	BUY	$59.19 - $60.79 $183,193 - $188,145	3,095 Added 1.15%	272,482 $16.1 Million
Q4 2021 Jan 19, 2022	BUY	$60.79 - $61.43 $700,361 - $707,735	11,521 Added 4.47%	269,387 $16.4 Million
Q3 2021 Oct 27, 2021	BUY	$61.39 - $61.54 $1.23 Million - $1.23 Million	19,998 Added 8.41%	257,866 $15.8 Million
Q2 2021 Jul 26, 2021	BUY	$61.41 - $61.64 $2.28 Million - $2.29 Million	37,157 Added 18.51%	237,868 $14.6 Million
Q1 2021 Apr 27, 2021	BUY	$61.49 - $61.63 $2.48 Million - $2.49 Million	40,353 Added 25.16%	200,711 $12.3 Million
Q4 2020 Feb 12, 2021	BUY	$61.6 - $62.06 $3.21 Million - $3.24 Million	52,143 Added 48.18%	160,358 $9.88 Million
Q3 2020 Nov 05, 2020	BUY	$62.07 - $62.21 $4 Million - $4.01 Million	64,517 Added 147.64%	108,215 $6.72 Million
Q2 2020 Jul 28, 2020	BUY	$62.08 - $62.28 $2.71 Million - $2.72 Million	43,698 New	43,698 $2.72 Million

Others Institutions Holding VGSH

# of Institutions

917

Shares Held

232M

Call Options Held

21.5K

Put Options Held

32.6K

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Lutz Financial Services LLC Vanguard Transaction History