U S Wealth Group, Llc. Vanguard Total Stock Mkt Transaction History

U S Wealth Group, Llc.

  • $128 Billion
  • Q2 2025
Number of Shares
5,757
Previous 2,749 109.42%
Holding current value
$408 Million
Previous $368 Million 10.99%
% of portfolio
0.32%
Previous 0.29%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 15, 2025
BUY
N/A
3,008 Added 109.42%
5,757 $408 Million
Q1 2025

May 15, 2025
BUY
N/A
10 Added 0.37%
2,749 $368 Million
Q4 2024

Feb 13, 2025
BUY
N/A
2,739 New
2,739 $386 Million
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