Pb Mares Wealth Management LLC Vanguard Transaction History

Pb Mares Wealth Management LLC

$539 Million
Q2 2025

A detailed history of Pb Mares Wealth Management LLC transactions in Vanguard stock. As of the latest transaction made, Pb Mares Wealth Management LLC holds 4,548 shares of VGSH stock, worth $266,467. This represents 0.05% of its overall portfolio holdings.

Number of Shares

4,548

Previous 4,548 -0.0%

Holding current value

$266,467

Previous $266,000 0.38%

% of portfolio

0.05%

Previous 0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	BUY	$58.07 - $58.69 $1,742 - $1,760	30 Added 0.66%	4,548 $266,000
Q3 2024 Oct 25, 2024	BUY	$57.74 - $59.13 $5,081 - $5,203	88 Added 1.99%	4,518 $266,000
Q1 2023 Apr 27, 2023	SELL	$57.32 - $58.77 $57,205 - $58,652	-998 Reduced 18.39%	4,430 $259,000
Q4 2022 Jan 31, 2023	SELL	$57.38 - $58.13 $474,647 - $480,851	-8,272 Reduced 60.38%	5,428 $313,000
Q2 2022 Jul 21, 2022	BUY	$58.29 - $59.37 $392,699 - $399,975	6,737 Added 96.75%	13,700 $806,000
Q1 2022 Apr 26, 2022	BUY	$59.19 - $60.79 $412,139 - $423,280	6,963 New	6,963 $413,000
Q4 2021 Feb 02, 2022	SELL	$60.79 - $61.43 $245,834 - $248,422	-4,044 Closed	0 $0
Q3 2021 Nov 02, 2021	BUY	$61.39 - $61.54 $248,261 - $248,867	4,044 New	4,044 $248,000

Others Institutions Holding VGSH

# of Institutions

1,031

Shares Held

275M

Call Options Held

6.2K

Put Options Held

400

View Full List

About VANGUARD

Ticker VGSH
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Pb Mares Wealth Management LLC Vanguard Transaction History