Meritas Wealth Management, LLC Vanguard Transaction History

Meritas Wealth Management, LLC

$166 Billion
Q4 2024

A detailed history of Meritas Wealth Management, LLC transactions in Vanguard stock. As of the latest transaction made, Meritas Wealth Management, LLC holds 4,248 shares of VGSH stock, worth $247,700. This represents 0.15% of its overall portfolio holdings.

Number of Shares

4,248

Previous 4,161 2.09%

Holding current value

$247,700

Previous $246 Million 0.64%

% of portfolio

0.15%

Previous 0.15%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$58.02 - $58.88 $5,047 - $5,122	87 Added 2.09%	4,248 $247 Million
Q3 2024 Oct 03, 2024	BUY	$57.74 - $59.13 $5,658 - $5,794	98 Added 2.41%	4,161 $246 Million
Q2 2024 Jul 24, 2024	BUY	$57.55 - $58.0 $1,035 - $1,044	18 Added 0.44%	4,063 $236 Million
Q1 2024 Apr 17, 2024	BUY	$57.88 - $58.54 $1,504 - $1,522	26 Added 0.65%	4,045 $235 Million
Q4 2023 Jan 10, 2024	SELL	$57.34 - $58.41 $44,438 - $45,267	-775 Reduced 16.17%	4,019 $234 Million
Q3 2023 Oct 24, 2023	BUY	$57.47 - $57.91 $3,160 - $3,185	55 Added 1.16%	4,794 $276 Million
Q2 2023 Sep 05, 2023	BUY	$57.72 - $58.69 $51,543 - $52,410	893 Added 23.22%	4,739 $274 Million
Q1 2023 Sep 05, 2023	SELL	$57.32 - $58.77 $707,615 - $725,515	-12,345 Reduced 76.25%	3,846 $225 Million
Q4 2022 Sep 05, 2023	BUY	$57.38 - $58.13 $929,039 - $941,182	16,191 New	16,191 $936 Million

Others Institutions Holding VGSH

# of Institutions

928

Shares Held

231M

Call Options Held

21.5K

Put Options Held

32.6K

View Full List

About VANGUARD

Ticker VGSH
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Meritas Wealth Management, LLC Vanguard Transaction History