Mc Clarren Financial Advisors, Inc. Vanguard Transaction History

Mc Clarren Financial Advisors, Inc.

$153 Million
Q3 2025

A detailed history of Mc Clarren Financial Advisors, Inc. transactions in Vanguard stock. As of the latest transaction made, Mc Clarren Financial Advisors, Inc. holds 8,484 shares of VGSH stock, worth $499,283. This represents 0.33% of its overall portfolio holdings.

Number of Shares

8,484

Previous 10,866 21.92%

Holding current value

$499,283

Previous $638,000 21.79%

% of portfolio

0.33%

Previous 0.45%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	SELL	$58.43 - $58.88 $139,180 - $140,252	-2,382 Reduced 21.92%	8,484 $499,000
Q2 2025 Aug 07, 2025	SELL	$58.32 - $58.95 $1,341 - $1,355	-23 Reduced 0.21%	10,866 $638,000
Q1 2025 May 09, 2025	BUY	$58.07 - $58.69 $377,164 - $381,191	6,495 Added 147.82%	10,889 $639,000
Q4 2024 Jan 29, 2025	BUY	$58.02 - $58.88 $200,981 - $203,960	3,464 Added 372.47%	4,394 $255,000
Q3 2024 Oct 18, 2024	BUY	$57.74 - $59.13 $50,407 - $51,620	873 Added 1531.58%	930 $54,000
Q2 2024 Jul 26, 2024	SELL	$57.55 - $58.0 $49,205 - $49,590	-855 Reduced 93.75%	57 $53,000
Q1 2024 Jul 26, 2024	BUY	$57.88 - $58.54 $49,371 - $49,934	853 Added 1445.76%	912 $53,000
Q1 2024 May 03, 2024	SELL	$57.88 - $58.54 $46,361 - $46,890	-801 Reduced 93.14%	59 $53,000
Q4 2023 Feb 02, 2024	BUY	$57.34 - $58.41 $630 - $642	11 Added 1.3%	860 $50,000
Q3 2023 Nov 03, 2023	SELL	$57.47 - $57.91 $632 - $637	-11 Reduced 1.28%	849 $48,000
Q2 2023 Aug 04, 2023	BUY	$57.72 - $58.69 $1,443 - $1,467	25 Added 2.99%	860 $49,000
Q1 2023 May 05, 2023	BUY	$57.32 - $58.77 $171 - $176	3 Added 0.36%	835 $48,000
Q4 2022 Jan 30, 2023	SELL	$57.38 - $58.13 $24,099 - $24,414	-420 Reduced 33.55%	832 $48,000
Q3 2022 Oct 31, 2022	BUY	$57.67 - $59.08 $72,202 - $73,968	1,252 New	1,252 $72,000
Q2 2022 Aug 11, 2022	SELL	$58.29 - $59.37 $168,516 - $171,638	-2,891 Closed	0 $0
Q1 2022 Apr 29, 2022	SELL	$59.19 - $60.79 $72,330 - $74,285	-1,222 Reduced 29.71%	2,891 $169,000
Q4 2021 Jan 19, 2022	BUY	$60.79 - $61.43 $250,029 - $252,661	4,113 New	4,113 $251,000

Others Institutions Holding VGSH

# of Institutions

1,075

Shares Held

286M

Call Options Held

Put Options Held

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Mc Clarren Financial Advisors, Inc. Vanguard Transaction History