Marotta Asset Management Vanguard Transaction History

Marotta Asset Management

  • $484 Million
  • Q2 2024

A detailed history of Marotta Asset Management transactions in Vanguard stock. As of the latest transaction made, Marotta Asset Management holds 81,045 shares of VGSH stock, worth $4.76 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares
81,045
Previous 66,708 21.49%
Holding current value
$4.76 Million
Previous $3.87 Million 21.33%
% of portfolio
0.97%
Previous 0.8%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024
BUY
$57.55 - $58.0 $825,094 - $831,546
14,337 Added 21.49%
81,045 $4.7 Million
Q1 2024

Apr 02, 2024
BUY
$57.88 - $58.54 $289 - $292
5 Added 0.01%
66,708 $3.87 Million
Q4 2023

Jan 03, 2024
BUY
$57.34 - $58.41 $394,327 - $401,685
6,877 Added 11.5%
66,703 $3.89 Million
Q3 2023

Oct 11, 2023
SELL
$57.47 - $57.91 $138,042 - $139,099
-2,402 Reduced 3.86%
59,826 $3.45 Million
Q2 2023

Jul 05, 2023
BUY
$57.72 - $58.69 $197,979 - $201,306
3,430 Added 5.83%
62,228 $3.59 Million
Q4 2022

Jan 03, 2023
BUY
$57.38 - $58.13 $1.9 Million - $1.92 Million
33,086 Added 128.68%
58,798 $0
Q3 2022

Oct 11, 2022
SELL
N/A
-386 Reduced 1.48%
25,712 $0
Q2 2022

Jul 21, 2022
SELL
N/A
-239 Reduced 0.91%
26,098 $0
Q1 2022

Apr 08, 2022
BUY
N/A
15,996 Added 154.69%
26,337 $0
Q4 2021

Jan 13, 2022
BUY
N/A
1,271 Added 14.01%
10,341 $0
Q3 2021

Oct 21, 2021
BUY
N/A
2,067 Added 29.52%
9,070 $0
Q2 2021

Jul 09, 2021
BUY
N/A
1,961 Added 38.89%
7,003 $0
Q1 2021

Apr 09, 2021
SELL
N/A
-1,177 Reduced 18.93%
5,042 $0
Q1 2020

Apr 02, 2020
SELL
N/A
-145 Reduced 2.28%
6,219 $0
Q4 2019

Feb 04, 2020
BUY
N/A
6,364 New
6,364 $0

Others Institutions Holding VGSH

# of Institutions
901
Shares Held
232M
Call Options Held
15.1K
Put Options Held
44K
View Full List

About VANGUARD

VGSH Quotes by TradingView
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