M Holdings Securities, Inc. Vanguard Transaction History

M Holdings Securities, Inc.

$7.22 Billion
Q4 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Feb 14, 2024	BUY	$57.47 - $57.91 $671,307 - $676,446	11,681 New	11,681 $673,000
Q1 2023 May 15, 2023	SELL	$57.32 - $58.77 $15,992 - $16,396	-279 Reduced 2.3%	11,861 $694,000
Q4 2022 Feb 10, 2023	SELL	$57.38 - $58.13 $2,869 - $2,906	-50 Reduced 0.41%	12,140 $702,000
Q3 2022 Nov 16, 2022	SELL	$57.67 - $59.08 $19,146 - $19,614	-332 Reduced 2.65%	12,190 $704,000
Q2 2022 Aug 16, 2022	SELL	$58.29 - $59.37 $652,556 - $664,647	-11,195 Reduced 47.2%	12,522 $737,000
Q1 2022 May 24, 2022	SELL	$59.19 - $60.79 $815,697 - $837,746	-13,781 Reduced 36.75%	23,717 $1.41 Million
Q2 2021 Aug 19, 2021	SELL	$61.41 - $61.64 $786,232 - $789,176	-12,803 Reduced 25.45%	37,498 $2.3 Million
Q1 2021 May 12, 2021	BUY	$61.49 - $61.63 $3.09 Million - $3.1 Million	50,301 New	50,301 $3.1 Million
Q2 2020 Aug 21, 2020	SELL	$62.08 - $62.28 $691,136 - $693,363	-11,133 Closed	0 $0
Q1 2020 May 13, 2020	BUY	$60.83 - $62.34 $677,220 - $694,031	11,133 New	11,133 $694,000

Others Institutions Holding VGSH

# of Institutions

952

Shares Held

233M

Call Options Held

21.5K

Put Options Held

6K

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