Smart Wealth LLC Vanguard Transaction History

Smart Wealth LLC

$319 Billion
Q2 2025

A detailed history of Smart Wealth LLC transactions in Vanguard stock. As of the latest transaction made, Smart Wealth LLC holds 146,587 shares of VGSH stock, worth $8.63 Million. This represents 2.7% of its overall portfolio holdings.

Number of Shares

146,587

Previous 125,906 16.43%

Holding current value

$8.63 Million

Previous $7.39 Billion 16.6%

% of portfolio

2.7%

Previous 2.65%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$58.32 - $58.95 $1.21 Million - $1.22 Million	20,681 Added 16.43%	146,587 $8.62 Billion
Q1 2025 Apr 29, 2025	SELL	$58.07 - $58.69 $3.36 Million - $3.4 Million	-57,885 Reduced 31.5%	125,906 $7.39 Billion
Q4 2024 Jan 28, 2025	SELL	$58.02 - $58.88 $5.22 Million - $5.3 Million	-89,986 Reduced 32.87%	183,791 $10.7 Billion
Q3 2024 Dec 13, 2024	BUY	$57.74 - $59.13 $12.2 Million - $12.5 Million	210,573 Added 333.16%	273,777 $16.2 Billion
Q2 2024 Dec 13, 2024	SELL	$57.55 - $58.0 $494,584 - $498,452	-8,594 Reduced 11.97%	63,204 $3.67 Billion
Q1 2024 Dec 13, 2024	BUY	$57.88 - $58.54 $4.16 Million - $4.2 Million	71,798 New	71,798 $4.17 Billion

Others Institutions Holding VGSH

# of Institutions

1,074

Shares Held

285M

Call Options Held

Put Options Held

View Full List

About VANGUARD

Ticker VGSH
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