Principle Wealth Partners LLC Vanguard Star Fd Vanguard Tota Transaction History

Principle Wealth Partners LLC

$1.33 Billion
Q3 2024

A detailed history of Principle Wealth Partners LLC transactions in Vanguard Star Fd Vanguard Tota stock. As of the latest transaction made, Principle Wealth Partners LLC holds 50,031 shares of VXUS stock, worth $2.94 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

50,031

Previous 49,610 0.85%

Holding current value

$2.94 Million

Previous $2.99 Million 8.29%

% of portfolio

0.24%

Previous 0.24%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$58.03 - $65.37 $24,430 - $27,520	421 Added 0.85%	50,031 $3.24 Million
Q2 2024 Aug 13, 2024	BUY	$57.86 - $62.21 $117,918 - $126,783	2,038 Added 4.28%	49,610 $2.99 Million
Q1 2024 Apr 23, 2024	BUY	$55.74 - $60.35 $169,672 - $183,705	3,044 Added 6.84%	47,572 $2.87 Million
Q4 2023 Feb 05, 2024	BUY	$51.06 - $57.96 $39,367 - $44,687	771 Added 1.76%	44,528 $2.58 Million
Q3 2023 Nov 01, 2023	BUY	$53.3 - $58.26 $2.33 Million - $2.55 Million	43,757 New	43,757 $2.34 Million
Q3 2020 Nov 16, 2020	SELL	$49.42 - $54.25 $4,991 - $5,479	-101 Closed	0 $0
Q2 2020 Aug 14, 2020	BUY	$40.36 - $51.42 $4,076 - $5,193	101 New	101 $5,000
Q1 2020 May 13, 2020	SELL	$36.75 - $56.64 $198,927 - $306,592	-5,413 Closed	0 $0
Q3 2019 Nov 05, 2019	BUY	$51.46 - $52.73 $44,615 - $45,716	867 Added 19.07%	5,413 $280,000
Q1 2019 Oct 30, 2019	SELL	N/A	-57 Reduced 1.24%	4,546 $236,000
Q4 2018 Oct 11, 2019	BUY	N/A	4,603 New	4,603 $217,000

Others Institutions Holding VXUS

# of Institutions

1,261

Shares Held

302M

Call Options Held

160K

Put Options Held

71.7K

View Full List

About VANGUARD STAR FD VANGUARD TOTA

Ticker VXUS
Sector ETFs
Industry ETFs

More about VXUS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Principle Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Principle Wealth Partners LLC with notifications on news.

Account

Principle Wealth Partners LLC Vanguard Star Fd Vanguard Tota Transaction History