Selective Wealth Management, Inc. Vanguard Star Fd Vanguard Tota Transaction History

Selective Wealth Management, Inc.

$247 Million
Q4 2024

A detailed history of Selective Wealth Management, Inc. transactions in Vanguard Star Fd Vanguard Tota stock. As of the latest transaction made, Selective Wealth Management, Inc. holds 19,529 shares of VXUS stock, worth $1.22 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares

19,529

Previous 18,085 7.98%

Holding current value

$1.22 Million

Previous $1.17 Million 1.71%

% of portfolio

0.47%

Previous 0.49%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$58.88 - $64.8 $85,022 - $93,571	1,444 Added 7.98%	19,529 $1.15 Million
Q3 2024 Oct 09, 2024	BUY	$58.03 - $65.37 $58,668 - $66,089	1,011 Added 5.92%	18,085 $1.17 Million
Q2 2024 Jul 10, 2024	SELL	$57.86 - $62.21 $15,911 - $17,107	-275 Reduced 1.59%	17,074 $1.03 Million
Q1 2024 Apr 11, 2024	BUY	$55.74 - $60.35 $470,278 - $509,172	8,437 Added 94.67%	17,349 $1.05 Million
Q4 2023 Jan 05, 2024	BUY	$51.06 - $57.96 $455,046 - $516,539	8,912 New	8,912 $516,000
Q4 2022 Jan 23, 2023	BUY	$45.45 - $53.83 $18,316 - $21,693	403 Added 8.87%	4,946 $0
Q3 2022 Oct 21, 2022	SELL	$45.75 - $54.53 $21,822 - $26,010	-477 Reduced 9.5%	4,543 $208,000
Q2 2022 Jul 28, 2022	BUY	$51.07 - $60.88 $111,536 - $132,961	2,184 Added 77.01%	5,020 $259,000
Q1 2022 Apr 20, 2022	BUY	$55.42 - $64.7 $157,171 - $183,489	2,836 New	2,836 $169,000

Others Institutions Holding VXUS

# of Institutions

1,383

Shares Held

321M

Call Options Held

56.5K

Put Options Held

84.1K

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 Selective Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Selective Wealth Management, Inc. with notifications on news.

Account

Selective Wealth Management, Inc. Vanguard Star Fd Vanguard Tota Transaction History