Wolff Financial Management LLC Vanguard Transaction History

Wolff Financial Management LLC

$368 Million
Q3 2024

A detailed history of Wolff Financial Management LLC transactions in Vanguard stock. As of the latest transaction made, Wolff Financial Management LLC holds 312,327 shares of VGSH stock, worth $18.2 Million. This represents 5.01% of its overall portfolio holdings.

Number of Shares

312,327

Previous 294,786 5.95%

Holding current value

$18.2 Million

Previous $17.1 Million 7.83%

% of portfolio

5.01%

Previous 12.62%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	BUY	$57.74 - $59.13 $1.01 Million - $1.04 Million	17,541 Added 5.95%	312,327 $18.4 Million
Q2 2024 Jul 18, 2024	BUY	$57.55 - $58.0 $481,348 - $485,112	8,364 Added 2.92%	294,786 $17.1 Million
Q1 2024 Apr 24, 2024	BUY	$57.88 - $58.54 $116,628 - $117,958	2,015 Added 0.71%	286,422 $16.6 Million
Q4 2023 Jan 25, 2024	BUY	$57.34 - $58.41 $1.67 Million - $1.7 Million	29,040 Added 11.37%	284,407 $16.6 Million
Q3 2023 Oct 30, 2023	BUY	$57.47 - $57.91 $727,052 - $732,619	12,651 Added 5.21%	255,367 $14.7 Million
Q2 2023 Jul 18, 2023	BUY	$57.72 - $58.69 $1.93 Million - $1.96 Million	33,380 Added 15.95%	242,716 $14 Million
Q1 2023 May 01, 2023	BUY	$57.32 - $58.77 $1.83 Million - $1.88 Million	31,949 Added 18.01%	209,336 $12.3 Million
Q4 2022 Feb 06, 2023	BUY	$57.38 - $58.13 $10.2 Million - $10.3 Million	177,387 New	177,387 $10.3 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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About VANGUARD

Ticker VGSH
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Wolff Financial Management LLC Vanguard Transaction History