Spartan Planning & Wealth Management Vanguard Transaction History

Spartan Planning & Wealth Management

  • $112 Million
  • Q2 2025

A detailed history of Spartan Planning & Wealth Management transactions in Vanguard stock. As of the latest transaction made, Spartan Planning & Wealth Management holds 14,821 shares of VGSH stock, worth $871,771. This represents 0.78% of its overall portfolio holdings.

Number of Shares
14,821
Previous 77,568 80.89%
Holding current value
$871,771
Previous $4.55 Million 80.88%
% of portfolio
0.78%
Previous 4.59%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,050
Shares Held
285M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD

VGSH Quotes by TradingView
  • Ticker VGSH
  • Sector ETFs
  • Industry ETFs
More about VGSH
Track This Portfolio

Track Spartan Planning & Wealth Management Portfolio

Follow Spartan Planning & Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Spartan Planning & Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Spartan Planning & Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email