Ullmann Wealth Partners Group, LLC Vanguard Transaction History

Ullmann Wealth Partners Group, LLC

  • $772 Million
  • Q3 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 187,156 shares of VGSH stock, worth $10.9 Million. This represents 1.43% of its overall portfolio holdings.

Number of Shares
187,156
Previous 179,330 4.36%
Holding current value
$10.9 Million
Previous $10.4 Million 6.21%
% of portfolio
1.43%
Previous 1.48%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
918
Shares Held
232M
Call Options Held
21.5K
Put Options Held
32.6K
View Full List

About VANGUARD

VGSH Quotes by TradingView
  • Ticker VGSH
  • Sector ETFs
  • Industry ETFs
More about VGSH
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