Ullmann Wealth Partners Group, LLC Vanguard Transaction History

Ullmann Wealth Partners Group, LLC

$774 Million
Q4 2024

A detailed history of Ullmann Wealth Partners Group, LLC transactions in Vanguard stock. As of the latest transaction made, Ullmann Wealth Partners Group, LLC holds 189,744 shares of VGSH stock, worth $11.1 Million. This represents 1.43% of its overall portfolio holdings.

Number of Shares

189,744

Previous 187,156 1.38%

Holding current value

$11.1 Million

Previous $11 Million 0.05%

% of portfolio

1.43%

Previous 1.43%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$58.02 - $58.88 $150,155 - $152,381	2,588 Added 1.38%	189,744 $11 Million
Q3 2024 Oct 15, 2024	BUY	$57.74 - $59.13 $451,873 - $462,751	7,826 Added 4.36%	187,156 $11 Million
Q2 2024 Aug 07, 2024	BUY	$57.55 - $58.0 $434,847 - $438,248	7,556 Added 4.4%	179,330 $10.4 Million
Q1 2024 May 10, 2024	BUY	$57.88 - $58.54 $352,836 - $356,859	6,096 Added 3.68%	171,774 $9.97 Million
Q4 2023 Jan 11, 2024	BUY	$57.34 - $58.41 $428,673 - $436,673	7,476 Added 4.73%	165,678 $9.66 Million
Q3 2023 Oct 13, 2023	BUY	$57.47 - $57.91 $6.4 Million - $6.45 Million	111,376 Added 237.85%	158,202 $9.11 Million
Q2 2023 Jul 13, 2023	BUY	$57.72 - $58.69 $2.7 Million - $2.75 Million	46,826 New	46,826 $2.7 Million

Others Institutions Holding VGSH

# of Institutions

980

Shares Held

262M

Call Options Held

5.1K

Put Options Held

1.3K

View Full List

About VANGUARD

Ticker VGSH
Sector ETFs
Industry ETFs

More about VGSH

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ullmann Wealth Partners Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ullmann Wealth Partners Group, LLC with notifications on news.

Account

Ullmann Wealth Partners Group, LLC Vanguard Transaction History