Roth Financial Partners LLC Vanguard Transaction History

Roth Financial Partners LLC

  • $251 Million
  • Q4 2024

A detailed history of Roth Financial Partners LLC transactions in Vanguard stock. As of the latest transaction made, Roth Financial Partners LLC holds 12,926 shares of VGSH stock, worth $755,653. This represents 0.3% of its overall portfolio holdings.

Number of Shares
12,926
Previous 11,967 8.01%
Holding current value
$755,653
Previous $706,000 6.52%
% of portfolio
0.3%
Previous 0.29%

Shares

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

Jan 14, 2025
BUY
$58.02 - $58.88 $55,641 - $56,465
959 Added 8.01%
12,926 $752,000
Q3 2024

Jan 14, 2025
SELL
$57.74 - $59.13 $51,042 - $52,270
-884 Reduced 6.84%
12,042 $710,000
Q2 2024

Jul 03, 2024
BUY
$57.55 - $58.0 $459,824 - $463,420
7,990 Added 200.91%
11,967 $693,000
Q1 2024

Apr 12, 2024
BUY
$57.88 - $58.54 $230,188 - $232,813
3,977 New
3,977 $230,000

Others Institutions Holding VGSH

# of Institutions
982
Shares Held
263M
Call Options Held
5.1K
Put Options Held
1.3K
View Full List

About VANGUARD

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