A detailed history of Successful Portfolios LLC transactions in Vanguard stock. As of the latest transaction made, Successful Portfolios LLC holds 43,840 shares of VGSH stock, worth $2.55 Million. This represents 1.75% of its overall portfolio holdings.

Number of Shares
43,840
Previous 45,686 4.04%
Holding current value
$2.55 Million
Previous $2.65 Million 2.34%
% of portfolio
1.75%
Previous 1.85%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024

SELL
$57.74 - $59.13 $106,588 - $109,153
-1,846 Reduced 4.04%
43,840 $2.59 Million
Q2 2024

Jul 12, 2024

BUY
$57.55 - $58.0 $51,564 - $51,968
896 Added 2.0%
45,686 $2.65 Million
Q1 2024

Apr 17, 2024

SELL
$57.88 - $58.54 $14,296 - $14,459
-247 Reduced 0.55%
44,790 $2.6 Million
Q4 2023

Jan 18, 2024

BUY
$57.34 - $58.41 $257,456 - $262,260
4,490 Added 11.07%
45,037 $2.63 Million
Q3 2023

Oct 10, 2023

BUY
$57.47 - $57.91 $254,592 - $256,541
4,430 Added 12.27%
40,547 $2.34 Million
Q2 2023

Jul 20, 2023

SELL
$57.72 - $58.69 $56,565 - $57,516
-980 Reduced 2.64%
36,117 $2.09 Million
Q1 2023

Apr 21, 2023

BUY
$57.32 - $58.77 $145,936 - $149,628
2,546 Added 7.37%
37,097 $2.17 Million
Q4 2022

Jan 27, 2023

BUY
$57.38 - $58.13 $722,356 - $731,798
12,589 Added 57.32%
34,551 $0
Q3 2022

Oct 12, 2022

BUY
$57.67 - $59.08 $115,340 - $118,160
2,000 Added 10.02%
21,962 $1.27 Million
Q2 2022

Jul 22, 2022

BUY
$58.29 - $59.37 $254,260 - $258,971
4,362 Added 27.96%
19,962 $1.18 Million
Q1 2022

Apr 21, 2022

BUY
$59.19 - $60.79 $474,703 - $487,535
8,020 Added 105.8%
15,600 $924,000
Q4 2021

Jan 26, 2022

BUY
$60.79 - $61.43 $460,788 - $465,639
7,580 New
7,580 $461,000

Others Institutions Holding VGSH

About VANGUARD


  • Ticker VGSH
  • Sector ETFs
  • Industry ETFs
More about VGSH
Track This Portfolio

Track Successful Portfolios LLC Portfolio

Follow Successful Portfolios LLC 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 Successful Portfolios LLC, based on Form 13F filings with the SEC.

News

Stay updated on Successful Portfolios LLC with notifications on news.