Websterrogers Financial Advisors, LLC Vanguard Transaction History

Websterrogers Financial Advisors, LLC

  • $279 Million
  • Q3 2024

A detailed history of Websterrogers Financial Advisors, LLC transactions in Vanguard stock. As of the latest transaction made, Websterrogers Financial Advisors, LLC holds 203,863 shares of VGSH stock, worth $11.9 Million. This represents 4.31% of its overall portfolio holdings.

Number of Shares
203,863
Previous 215,831 5.55%
Holding current value
$11.9 Million
Previous $12.5 Million 3.88%
% of portfolio
4.31%
Previous 4.57%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
SELL
$57.74 - $59.13 $691,032 - $707,667
-11,968 Reduced 5.55%
203,863 $12 Million
Q2 2024

Jul 12, 2024
BUY
$57.55 - $58.0 $1.02 Million - $1.03 Million
17,713 Added 8.94%
215,831 $12.5 Million
Q1 2024

May 14, 2024
BUY
$57.88 - $58.54 $9.6 Million - $9.71 Million
165,880 Added 514.55%
198,118 $11.5 Million
Q2 2023

Jul 26, 2023
BUY
$57.72 - $58.69 $1.86 Million - $1.89 Million
32,238 New
32,238 $1.86 Million
Q2 2022

Jul 25, 2022
BUY
$58.29 - $59.37 $1.88 Million - $1.91 Million
32,238 New
32,238 $1.9 Million

Others Institutions Holding VGSH

# of Institutions
917
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
Track This Portfolio

Track Websterrogers Financial Advisors, LLC Portfolio

Follow Websterrogers Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Websterrogers Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Websterrogers Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email