Northwest Wealth Management, LLC Vanguard Star Fd Vanguard Tota Transaction History

Northwest Wealth Management, LLC

  • $465 Million
  • Q4 2024

A detailed history of Northwest Wealth Management, LLC transactions in Vanguard Star Fd Vanguard Tota stock. As of the latest transaction made, Northwest Wealth Management, LLC holds 5,202 shares of VXUS stock, worth $328,974. This represents 0.07% of its overall portfolio holdings.

Number of Shares
5,202
Previous 6,042 13.9%
Holding current value
$328,974
Previous $391,000 21.74%
% of portfolio
0.07%
Previous 0.09%

Shares

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

Feb 10, 2025
SELL
$58.88 - $64.8 $49,459 - $54,432
-840 Reduced 13.9%
5,202 $306,000
Q3 2024

Nov 04, 2024
BUY
$58.03 - $65.37 $1,450 - $1,634
25 Added 0.42%
6,042 $391,000
Q2 2024

Aug 05, 2024
BUY
$57.86 - $62.21 $348,143 - $374,317
6,017 New
6,017 $362,000
Q3 2021

Oct 20, 2021
SELL
$63.26 - $67.0 $197,497 - $209,174
-3,122 Closed
0 $0
Q2 2021

Aug 02, 2021
BUY
$63.55 - $67.5 $198,403 - $210,735
3,122 New
3,122 $205,000
Q2 2019

Jul 23, 2019
SELL
N/A
-3,054 Closed
0 $0
Q1 2019

Apr 12, 2019
SELL
N/A
-59 Reduced 1.9%
3,054 $159,000
Q4 2018

Jan 24, 2019
SELL
N/A
-655 Reduced 17.38%
3,113 $147,000
Q3 2018

Oct 11, 2018
BUY
N/A
676 Added 21.86%
3,768 $203,000
Q2 2018

Jul 10, 2018
SELL
N/A
-1,350 Reduced 30.39%
3,092 $167,000
Q1 2018

Apr 13, 2018
SELL
N/A
-3,013 Reduced 40.42%
4,442 $252,000
Q4 2017

Jan 31, 2018
BUY
N/A
110 Added 1.5%
7,455 $424,000
Q3 2017

Oct 30, 2017
BUY
N/A
7,345
7,345 $402,000

Others Institutions Holding VXUS

# of Institutions
1,365
Shares Held
330M
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 Northwest Wealth Management, LLC Portfolio

Follow Northwest 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 Northwest Wealth Management, LLC, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email