True Wealth Advisors, LLC Vanguard Transaction History

True Wealth Advisors, LLC

$262 Million
Q4 2024

A detailed history of True Wealth Advisors, LLC transactions in Vanguard stock. As of the latest transaction made, True Wealth Advisors, LLC holds 37,698 shares of VGSH stock, worth $2.2 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares

37,698

Previous 37,077 1.67%

Holding current value

$2.2 Million

Previous $2.19 Million 0.23%

% of portfolio

0.84%

Previous 0.81%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$58.02 - $58.88 $36,030 - $36,564	621 Added 1.67%	37,698 $2.19 Million
Q3 2024 Oct 29, 2024	SELL	$57.74 - $59.13 $325,133 - $332,961	-5,631 Reduced 13.18%	37,077 $2.19 Million
Q2 2024 Jul 24, 2024	BUY	$57.55 - $58.0 $176,966 - $178,350	3,075 Added 7.76%	42,708 $2.48 Million
Q1 2024 Apr 23, 2024	SELL	$57.88 - $58.54 $259,649 - $262,610	-4,486 Reduced 10.17%	39,633 $2.3 Million
Q4 2023 Feb 08, 2024	SELL	$57.34 - $58.41 $124,026 - $126,340	-2,163 Reduced 4.67%	44,119 $2.57 Million
Q3 2023 Nov 07, 2023	BUY	$57.47 - $57.91 $26,436 - $26,638	460 Added 1.0%	46,282 $2.67 Million
Q2 2023 Jul 31, 2023	BUY	$57.72 - $58.69 $959,883 - $976,014	16,630 Added 56.97%	45,822 $2.65 Million
Q1 2023 Apr 19, 2023	BUY	$57.32 - $58.77 $432,536 - $443,478	7,546 Added 34.86%	29,192 $1.71 Million
Q4 2022 Jan 23, 2023	BUY	$57.38 - $58.13 $226,651 - $229,613	3,950 Added 22.32%	21,646 $0
Q3 2022 Oct 21, 2022	BUY	$57.67 - $59.08 $810,321 - $830,133	14,051 Added 385.49%	17,696 $1.02 Million
Q2 2022 Jul 27, 2022	BUY	$58.29 - $59.37 $212,467 - $216,403	3,645 New	3,645 $215,000

Others Institutions Holding VGSH

# of Institutions

930

Shares Held

231M

Call Options Held

21.5K

Put Options Held

32.6K

View Full List

About VANGUARD

Ticker VGSH
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True Wealth Advisors, LLC Vanguard Transaction History