Vertex Planning Partners, LLC Vanguard Transaction History

Vertex Planning Partners, LLC

  • $361 Billion
  • Q1 2024

A detailed history of Vertex Planning Partners, LLC transactions in Vanguard stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 9,479 shares of VGSH stock, worth $549,402. This represents 0.15% of its overall portfolio holdings.

Number of Shares
9,479
Previous 7,581 25.04%
Holding current value
$549,402
Previous $442 Million 24.48%
% of portfolio
0.15%
Previous 0.13%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
BUY
$57.88 - $58.54 $109,856 - $111,108
1,898 Added 25.04%
9,479 $550 Million
Q4 2023

Feb 14, 2024
BUY
$57.34 - $58.41 $41,858 - $42,639
730 Added 10.66%
7,581 $442 Million
Q3 2023

Nov 14, 2023
BUY
$57.47 - $57.91 $31,551 - $31,792
549 Added 8.71%
6,851 $395 Million
Q2 2023

Aug 14, 2023
BUY
$57.72 - $58.69 $39,942 - $40,613
692 Added 12.34%
6,302 $364 Million
Q1 2023

May 16, 2023
BUY
$57.32 - $58.77 $28,774 - $29,502
502 Added 9.83%
5,610 $328 Million
Q4 2022

Feb 06, 2023
BUY
$57.38 - $58.13 $293,097 - $296,928
5,108 New
5,108 $295 Million

Others Institutions Holding VGSH

# of Institutions
887
Shares Held
240M
Call Options Held
39.3K
Put Options Held
58.6K
View Full List

About VANGUARD

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