Wealth Effects LLC Vanguard Star Fd Vanguard Tota Transaction History

Wealth Effects LLC

  • $218 Million
  • Q1 2025

A detailed history of Wealth Effects LLC transactions in Vanguard Star Fd Vanguard Tota stock. As of the latest transaction made, Wealth Effects LLC holds 8,245 shares of VXUS stock, worth $526,525. This represents 0.24% of its overall portfolio holdings.

Number of Shares
8,245
Previous 11,215 26.48%
Holding current value
$526,525
Previous $660,000 22.42%
% of portfolio
0.24%
Previous 0.26%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
SELL
$58.01 - $64.46 $172,289 - $191,446
-2,970 Reduced 26.48%
8,245 $512,000
Q4 2024

Jan 22, 2025
SELL
$58.88 - $64.8 $57,408 - $63,180
-975 Reduced 8.0%
11,215 $660,000
Q3 2024

Oct 21, 2024
BUY
$58.03 - $65.37 $288,989 - $325,542
4,980 Added 69.07%
12,190 $789,000
Q2 2024

Aug 02, 2024
BUY
$57.86 - $62.21 $35,699 - $38,383
617 Added 9.36%
7,210 $434,000
Q1 2024

Apr 22, 2024
BUY
$55.74 - $60.35 $1,226 - $1,327
22 Added 0.33%
6,593 $397,000
Q4 2023

Jan 29, 2024
SELL
$51.06 - $57.96 $89,048 - $101,082
-1,744 Reduced 20.97%
6,571 $380,000
Q3 2023

Oct 16, 2023
BUY
$53.3 - $58.26 $7,995 - $8,739
150 Added 1.84%
8,315 $445,000
Q2 2023

Jul 18, 2023
BUY
$54.28 - $57.76 $31,102 - $33,096
573 Added 7.55%
8,165 $457,000
Q1 2023

May 04, 2023
BUY
$52.07 - $56.74 $14,944 - $16,284
287 Added 3.93%
7,592 $419,000
Q4 2022

Feb 02, 2023
BUY
$45.45 - $53.83 $332,012 - $393,228
7,305 New
7,305 $377,000

Others Institutions Holding VXUS

# of Institutions
1,419
Shares Held
324M
Call Options Held
56.5K
Put Options Held
84.1K
View Full List

About VANGUARD STAR FD VANGUARD TOTA

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