Mission Wealth Management, LP Vanguard Star Fd Vanguard Tota Transaction History

Mission Wealth Management, LP

  • $4.24 Billion
  • Q4 2024

A detailed history of Mission Wealth Management, LP transactions in Vanguard Star Fd Vanguard Tota stock. As of the latest transaction made, Mission Wealth Management, LP holds 43,140 shares of VXUS stock, worth $2.7 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
43,140
Previous 24,197 78.29%
Holding current value
$2.7 Million
Previous $1.57 Million 62.32%
% of portfolio
0.06%
Previous 0.04%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
BUY
$58.88 - $64.8 $1.12 Million - $1.23 Million
18,943 Added 78.29%
43,140 $2.54 Million
Q3 2024

Oct 31, 2024
BUY
$58.03 - $65.37 $107,181 - $120,738
1,847 Added 8.26%
24,197 $1.57 Million
Q2 2024

Aug 02, 2024
SELL
$57.86 - $62.21 $1.18 Million - $1.27 Million
-20,437 Reduced 47.76%
22,350 $1.35 Million
Q1 2024

Apr 30, 2024
BUY
$55.74 - $60.35 $1.5 Million - $1.63 Million
26,936 Added 169.93%
42,787 $2.58 Million
Q4 2023

Feb 05, 2024
BUY
$51.06 - $57.96 $380,448 - $431,859
7,451 Added 88.7%
15,851 $918,000
Q3 2023

Oct 23, 2023
SELL
$53.3 - $58.26 $61,454 - $67,173
-1,153 Reduced 12.07%
8,400 $449,000
Q2 2023

Aug 04, 2023
BUY
$54.28 - $57.76 $4,016 - $4,274
74 Added 0.78%
9,553 $535,000
Q1 2023

Apr 07, 2023
SELL
$52.07 - $56.74 $44,051 - $48,002
-846 Reduced 8.19%
9,479 $523,000
Q4 2022

Feb 02, 2023
SELL
$45.45 - $53.83 $217,251 - $257,307
-4,780 Reduced 31.65%
10,325 $534,000
Q3 2022

Oct 12, 2022
BUY
$45.75 - $54.53 $46,985 - $56,002
1,027 Added 7.3%
15,105 $691,000
Q2 2022

Jul 27, 2022
BUY
$51.07 - $60.88 $161,176 - $192,137
3,156 Added 28.9%
14,078 $727,000
Q1 2022

Apr 25, 2022
BUY
$55.42 - $64.7 $166 - $194
3 Added 0.03%
10,922 $652,000
Q4 2021

Feb 11, 2022
BUY
$61.51 - $66.09 $23,189 - $24,915
377 Added 3.58%
10,919 $694,000
Q3 2021

Nov 05, 2021
BUY
$63.26 - $67.0 $59,464 - $62,980
940 Added 9.79%
10,542 $667,000
Q2 2021

Aug 10, 2021
BUY
$63.55 - $67.5 $29,296 - $31,117
461 Added 5.04%
9,602 $631,000
Q1 2021

May 10, 2021
BUY
$60.31 - $64.68 $8,865 - $9,507
147 Added 1.63%
9,141 $573,000
Q4 2020

Jan 19, 2021
SELL
$50.97 - $60.55 $829,842 - $985,814
-16,281 Reduced 64.42%
8,994 $541,000
Q3 2020

Oct 16, 2020
BUY
$49.42 - $54.25 $148 - $162
3 Added 0.01%
25,275 $1.32 Million
Q2 2020

Aug 03, 2020
BUY
$40.36 - $51.42 $50,369 - $64,172
1,248 Added 5.19%
25,272 $1.24 Million
Q1 2020

Apr 10, 2020
SELL
$36.75 - $56.64 $17,787 - $27,413
-484 Reduced 1.97%
24,024 $1.01 Million
Q4 2019

Jan 21, 2020
BUY
$50.39 - $55.96 $201 - $223
4 Added 0.02%
24,508 $1.37 Million
Q3 2019

Oct 16, 2019
BUY
$51.46 - $52.73 $32,471 - $33,272
631 Added 2.64%
24,504 $1.27 Million
Q2 2019

Aug 09, 2019
BUY
N/A
288 Added 1.22%
23,873 $1.26 Million
Q1 2019

May 14, 2019
BUY
N/A
10 Added 0.04%
23,585 $1.22 Million
Q4 2018

Feb 08, 2019
BUY
N/A
2,000 Added 9.27%
23,575 $1.11 Million
Q3 2018

Nov 01, 2018
BUY
N/A
14,355 Added 198.82%
21,575 $1.17 Million
Q1 2018

May 04, 2018
SELL
N/A
-642 Reduced 8.17%
7,220 $408,000
Q3 2017

Nov 13, 2017
BUY
N/A
642 Added 8.89%
7,862 $430,000
Q2 2017

Aug 11, 2017
BUY
N/A
7,220
7,220 $375,000

Others Institutions Holding VXUS

# of Institutions
1,378
Shares Held
321M
Call Options Held
56.5K
Put Options Held
84.1K
View Full List

About VANGUARD STAR FD VANGUARD TOTA

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

Track Mission Wealth Management, LP Portfolio

Follow Mission Wealth Management, LP 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 Mission Wealth Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Mission Wealth Management, LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email