Montz Harcus Wealth Management LLC Vanguard Star Fd Vanguard Tota Transaction History

Montz Harcus Wealth Management LLC

  • $176 Million
  • Q4 2024

A detailed history of Montz Harcus Wealth Management LLC transactions in Vanguard Star Fd Vanguard Tota stock. As of the latest transaction made, Montz Harcus Wealth Management LLC holds 3,980 shares of VXUS stock, worth $250,381. This represents 0.13% of its overall portfolio holdings.

Number of Shares
3,980
Previous 3,914 1.69%
Holding current value
$250,381
Previous $253,000 7.51%
% of portfolio
0.13%
Previous 0.15%

Shares

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

Jan 29, 2025
BUY
$58.88 - $64.8 $3,886 - $4,276
66 Added 1.69%
3,980 $234,000
Q3 2024

Oct 24, 2024
BUY
$58.03 - $65.37 $986 - $1,111
17 Added 0.44%
3,914 $253,000
Q2 2024

Jul 19, 2024
BUY
$57.86 - $62.21 $1,793 - $1,928
31 Added 0.8%
3,897 $234,000
Q1 2024

May 07, 2024
BUY
$55.74 - $60.35 $780 - $844
14 Added 0.36%
3,866 $233,000
Q4 2023

Jan 22, 2024
BUY
$51.06 - $57.96 $2,859 - $3,245
56 Added 1.48%
3,852 $223,000
Q3 2023

Nov 14, 2023
BUY
$53.3 - $58.26 $1,066 - $1,165
20 Added 0.53%
3,796 $203,000
Q2 2023

Jul 21, 2023
BUY
$54.28 - $57.76 $2,279 - $2,425
42 Added 1.12%
3,776 $211,000
Q1 2023

Apr 25, 2023
BUY
$52.07 - $56.74 $194,429 - $211,867
3,734 New
3,734 $206,000
Q2 2022

Jul 18, 2022
SELL
$51.07 - $60.88 $184,771 - $220,263
-3,618 Closed
0 $0
Q1 2022

May 05, 2022
BUY
$55.42 - $64.7 $332 - $388
6 Added 0.17%
3,618 $216,000
Q4 2021

Mar 24, 2022
BUY
$61.51 - $66.09 $222,174 - $238,717
3,612 New
3,612 $230,000

Others Institutions Holding VXUS

# of Institutions
1,356
Shares Held
333M
Call Options Held
74.9K
Put Options Held
67.6K
View Full List

About VANGUARD STAR FD VANGUARD TOTA

VXUS Quotes by TradingView
  • Ticker VXUS
  • Sector ETFs
  • Industry ETFs
More about VXUS
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