A detailed history of Merriman Wealth Management, LLC transactions in Vanguard stock. As of the latest transaction made, Merriman Wealth Management, LLC holds 3,929 shares of VGSH stock, worth $228,589. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,929
Previous 3,601 9.11%
Holding current value
$228,589
Previous $208,000 11.06%
% of portfolio
0.01%
Previous 0.01%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$57.74 - $59.13 $18,938 - $19,394
328 Added 9.11%
3,929 $231,000
Q2 2024

Aug 13, 2024

BUY
$57.55 - $58.0 $207,237 - $208,858
3,601 New
3,601 $208,000
Q2 2023

Aug 14, 2023

SELL
$57.72 - $58.69 $28.1 Million - $28.6 Million
-486,574 Reduced 55.04%
397,443 $22.9 Million
Q1 2023

May 04, 2023

BUY
$57.32 - $58.77 $50.7 Million - $52 Million
884,017 New
884,017 $51.8 Million
Q4 2021

Feb 01, 2022

SELL
$60.79 - $61.43 $19.7 Million - $19.9 Million
-324,363 Closed
0 $0
Q3 2021

Nov 09, 2021

BUY
$61.39 - $61.54 $19.9 Million - $20 Million
324,363 New
324,363 $19.9 Million
Q1 2021

May 10, 2021

SELL
$61.49 - $61.63 $245,960 - $246,520
-4,000 Closed
0 $0
Q4 2020

Feb 10, 2021

BUY
$61.6 - $62.06 $246,400 - $248,240
4,000 New
4,000 $247,000
Q3 2020

Oct 26, 2020

SELL
$62.07 - $62.21 $1.22 Million - $1.22 Million
-19,609 Closed
0 $0
Q2 2020

Jul 31, 2020

BUY
$62.08 - $62.28 $1.22 Million - $1.22 Million
19,609 New
19,609 $1.22 Million
Q1 2019

Apr 23, 2019

SELL
N/A
-4,657 Closed
0 $0
Q4 2018

Jan 28, 2019

BUY
N/A
4,657 New
4,657 $280,000
Q3 2018

Nov 06, 2018

SELL
N/A
-19,338 Closed
0 $0
Q2 2018

Aug 10, 2018

BUY
N/A
3,599 Added 22.87%
19,338 $1.16 Million
Q1 2018

Apr 10, 2018

BUY
N/A
15,739 New
15,739 $945,000

Others Institutions Holding VGSH

About VANGUARD


  • Ticker VGSH
  • Sector ETFs
  • Industry ETFs
More about VGSH
Track This Portfolio

Track Merriman Wealth Management, LLC Portfolio

Follow Merriman Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Merriman Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Merriman Wealth Management, LLC with notifications on news.