Michael A. Dubis Financial Planning, LLC Vanguard Transaction History

Michael A. Dubis Financial Planning, LLC

  • $101 Million
  • Q1 2025

A detailed history of Michael A. Dubis Financial Planning, LLC transactions in Vanguard stock. As of the latest transaction made, Michael A. Dubis Financial Planning, LLC holds 202,703 shares of VGSH stock, worth $11.9 Million. This represents 11.75% of its overall portfolio holdings.

Number of Shares
202,703
Previous 198,815 1.96%
Holding current value
$11.9 Million
Previous $11.6 Million 2.83%
% of portfolio
11.75%
Previous 11.18%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
BUY
$58.07 - $58.69 $225,776 - $228,186
3,888 Added 1.96%
202,703 $11.9 Million
Q4 2024

Feb 12, 2025
BUY
$58.02 - $58.88 $11.5 Million - $11.7 Million
198,815 New
198,815 $11.6 Million

Others Institutions Holding VGSH

# of Institutions
1,065
Shares Held
267M
Call Options Held
3.3K
Put Options Held
0
View Full List

About VANGUARD

VGSH Quotes by TradingView
  • Ticker VGSH
  • Sector ETFs
  • Industry ETFs
More about VGSH
Track This Portfolio

Track Michael A. Dubis Financial Planning, LLC Portfolio

Follow Michael A. Dubis Financial Planning, 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 Michael A. Dubis Financial Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Michael A. Dubis Financial Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email