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

913

Shares Held

231M

Call Options Held

21.5K

Put Options Held

32.6K

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