Marcum Wealth, LLC Vanguard Star Fd Vanguard Tota Transaction History

Marcum Wealth, LLC

$1.06 Billion
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 11, 2022	SELL	$45.75 - $54.53 $594 - $708	-13 Reduced 0.23%	5,530 $253,000
Q2 2022 Jul 14, 2022	SELL	$51.07 - $60.88 $612 - $730	-12 Reduced 0.22%	5,543 $286,000
Q1 2022 Apr 20, 2022	BUY	$55.42 - $64.7 $42,507 - $49,624	767 Added 16.02%	5,555 $332,000
Q4 2021 Feb 01, 2022	SELL	$61.51 - $66.09 $78,302 - $84,132	-1,273 Reduced 21.0%	4,788 $304,000
Q3 2021 Nov 08, 2021	BUY	$63.26 - $67.0 $1,897 - $2,010	30 Added 0.5%	6,061 $383,000
Q2 2021 Aug 10, 2021	BUY	$63.55 - $67.5 $27,072 - $28,755	426 Added 7.6%	6,031 $396,000
Q1 2021 May 11, 2021	SELL	$60.31 - $64.68 $1,507 - $1,617	-25 Reduced 0.44%	5,605 $351,000
Q4 2020 Feb 09, 2021	SELL	$50.97 - $60.55 $2,956 - $3,511	-58 Reduced 1.02%	5,630 $339,000
Q3 2020 Nov 09, 2020	SELL	$49.42 - $54.25 $22,683 - $24,900	-459 Reduced 7.47%	5,688 $297,000
Q2 2020 Aug 14, 2020	BUY	$40.36 - $51.42 $36,929 - $47,049	915 Added 17.49%	6,147 $302,000
Q1 2020 May 14, 2020	BUY	$36.75 - $56.64 $18,558 - $28,603	505 Added 10.68%	5,232 $220,000
Q4 2019 Feb 13, 2020	BUY	$50.39 - $55.96 $238,193 - $264,522	4,727 New	4,727 $263,000

Others Institutions Holding VXUS

# of Institutions

1,260

Shares Held

302M

Call Options Held

160K

Put Options Held

71.7K

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