Wealthspire Advisors, LLC Vanguard Transaction History

Wealthspire Advisors, LLC

$9.71 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 09, 2022	SELL	$58.29 - $59.37 $2.55 Million - $2.59 Million	-43,665 Closed	0 $0
Q2 2021 Aug 13, 2021	SELL	$61.41 - $61.64 $266,089 - $267,086	-4,333 Reduced 9.03%	43,665 $2.68 Million
Q1 2021 May 17, 2021	SELL	$61.49 - $61.63 $1.14 Million - $1.14 Million	-18,482 Reduced 27.8%	47,998 $2.95 Million
Q4 2020 Feb 16, 2021	BUY	$61.6 - $62.06 $208,824 - $210,383	3,390 Added 5.37%	66,480 $4.1 Million
Q3 2020 Nov 16, 2020	BUY	$62.07 - $62.21 $6,827 - $6,843	110 Added 0.17%	63,090 $3.92 Million
Q2 2020 Aug 14, 2020	BUY	$62.08 - $62.28 $298,915 - $299,878	4,815 Added 8.28%	62,980 $3.92 Million
Q1 2020 May 12, 2020	BUY	$60.83 - $62.34 $3.54 Million - $3.63 Million	58,165 New	58,165 $3.63 Million

Others Institutions Holding VGSH

# of Institutions

918

Shares Held

232M

Call Options Held

21.5K

Put Options Held

32.6K

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 Wealthspire Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspire Advisors, LLC with notifications on news.