A detailed history of Roth Financial Partners LLC transactions in Vanguard stock. As of the latest transaction made, Roth Financial Partners LLC holds 11,967 shares of VGSH stock, worth $692,290. This represents 0.3% of its overall portfolio holdings.

Number of Shares
11,967
Previous 3,977 200.91%
Holding current value
$692,290
Previous $230,000 201.3%
% of portfolio
0.3%
Previous 0.1%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

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