Spartan Planning & Wealth Management Vanguard Transaction History

Spartan Planning & Wealth Management

  • $123 Million
  • Q3 2025

A detailed history of Spartan Planning & Wealth Management transactions in Vanguard stock. As of the latest transaction made, Spartan Planning & Wealth Management holds 10,980 shares of VGSH stock, worth $644,745. This represents 0.53% of its overall portfolio holdings.

Number of Shares
10,980
Previous 14,821 25.92%
Holding current value
$644,745
Previous $870,000 25.75%
% of portfolio
0.53%
Previous 0.78%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
SELL
$58.43 - $58.88 $224,429 - $226,158
-3,841 Reduced 25.92%
10,980 $646,000
Q2 2025

Jul 17, 2025
SELL
$58.32 - $58.95 $3.66 Million - $3.7 Million
-62,747 Reduced 80.89%
14,821 $870,000
Q1 2025

Apr 08, 2025
BUY
$58.07 - $58.69 $4.5 Million - $4.55 Million
77,568 New
77,568 $4.55 Million

Others Institutions Holding VGSH

# of Institutions
1,063
Shares Held
267M
Call Options Held
3.3K
Put Options Held
0
View Full List

About VANGUARD

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