Principle Wealth Partners LLC Vanguard Transaction History

Principle Wealth Partners LLC

$1.35 Billion
Q4 2024

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 23, 2024	SELL	$57.88 - $58.54 $381,197 - $385,544	-6,586 Reduced 15.89%	34,866 $2.02 Million
Q4 2023 Feb 05, 2024	SELL	$57.34 - $58.41 $460,497 - $469,090	-8,031 Reduced 16.23%	41,452 $2.42 Million
Q3 2023 Nov 01, 2023	SELL	$57.47 - $57.91 $1.08 Million - $1.09 Million	-18,829 Reduced 27.56%	49,483 $2.85 Million
Q2 2023 Jul 31, 2023	SELL	$57.72 - $58.69 $97,719 - $99,362	-1,693 Reduced 2.42%	68,312 $3.94 Million
Q1 2023 May 10, 2023	BUY	$57.32 - $58.77 $1.43 Million - $1.46 Million	24,913 Added 55.25%	70,005 $4.1 Million
Q4 2022 Feb 02, 2023	BUY	$57.38 - $58.13 $1.42 Million - $1.44 Million	24,725 Added 121.4%	45,092 $2.61 Million
Q3 2022 Nov 14, 2022	SELL	$57.67 - $59.08 $156,920 - $160,756	-2,721 Reduced 11.79%	20,367 $1.18 Million
Q2 2022 Aug 02, 2022	BUY	$58.29 - $59.37 $1.35 Million - $1.37 Million	23,088 New	23,088 $1.36 Million
Q3 2020 Nov 16, 2020	SELL	$62.07 - $62.21 $49,656 - $49,768	-800 Closed	0 $0
Q2 2020 Aug 14, 2020	BUY	$62.08 - $62.28 $49,664 - $49,824	800 New	800 $50,000
Q1 2020 May 13, 2020	SELL	$60.83 - $62.34 $1.47 Million - $1.51 Million	-24,158 Closed	0 $0
Q4 2019 Feb 04, 2020	BUY	$60.69 - $61.1 $39,812 - $40,081	656 Added 2.79%	24,158 $1.47 Million
Q3 2019 Nov 05, 2019	SELL	$60.71 - $60.94 $205,381 - $206,160	-3,383 Reduced 12.58%	23,502 $1.43 Million
Q2 2019 Nov 05, 2019	SELL	N/A	-33,420 Reduced 55.42%	26,885 $1.64 Million
Q1 2019 Oct 30, 2019	BUY	N/A	12,456 Added 26.03%	60,305 $3.64 Million
Q4 2018 Oct 11, 2019	BUY	N/A	47,849 New	47,849 $2.88 Million

Others Institutions Holding VGSH

# of Institutions

952

Shares Held

233M

Call Options Held

21.5K

Put Options Held

6K

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