Strata Wealth Advisors, LLC Vanguard Transaction History

Strata Wealth Advisors, LLC

$322 Billion
Q1 2025

A detailed history of Strata Wealth Advisors, LLC transactions in Vanguard stock. As of the latest transaction made, Strata Wealth Advisors, LLC holds 936,029 shares of VGSH stock, worth $54.9 Million. This represents 17.08% of its overall portfolio holdings.

Number of Shares

936,029

Previous 888,047 5.4%

Holding current value

$54.9 Million

Previous $51.7 Billion 6.33%

% of portfolio

17.08%

Previous 16.22%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	BUY	$58.07 - $58.69 $2.79 Million - $2.82 Million	47,982 Added 5.4%	936,029 $54.9 Billion
Q4 2024 Jan 31, 2025	BUY	$58.02 - $58.88 $1.71 Million - $1.74 Million	29,511 Added 3.44%	888,047 $51.7 Billion
Q3 2024 Nov 13, 2024	BUY	$57.74 - $59.13 $2.28 Million - $2.34 Million	39,568 Added 4.83%	858,536 $50.7 Billion
Q2 2024 Aug 14, 2024	SELL	$57.55 - $58.0 $1.2 Million - $1.21 Million	-20,791 Reduced 2.48%	818,968 $47.5 Billion
Q1 2024 Apr 17, 2024	BUY	$57.88 - $58.54 $4.42 Million - $4.47 Million	76,396 Added 10.01%	839,759 $48.8 Billion
Q4 2023 Jan 31, 2024	BUY	$57.34 - $58.41 $17.7 Million - $18 Million	308,537 Added 67.84%	763,363 $44.5 Billion
Q3 2023 Oct 26, 2023	BUY	$57.47 - $57.91 $5.04 Million - $5.08 Million	87,675 Added 23.88%	454,826 $26.2 Billion
Q1 2023 May 10, 2023	SELL	$57.32 - $58.77 $720,684 - $738,915	-12,573 Reduced 3.31%	367,151 $21.5 Billion
Q4 2022 Apr 28, 2023	BUY	$57.38 - $58.13 $21.8 Million - $22.1 Million	379,724 New	379,724 $22 Billion

Others Institutions Holding VGSH

# of Institutions

1,025

Shares Held

272M

Call Options Held

6.2K

Put Options Held

400

View Full List

About VANGUARD

Ticker VGSH
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Strata Wealth Advisors, LLC Vanguard Transaction History