Wolff Financial Management LLC Vanguard Transaction History

Wolff Financial Management LLC

$361 Million
Q1 2025

A detailed history of Wolff Financial Management LLC transactions in Vanguard stock. As of the latest transaction made, Wolff Financial Management LLC holds 349,867 shares of VGSH stock, worth $20.6 Million. This represents 5.69% of its overall portfolio holdings.

Number of Shares

349,867

Previous 334,016 4.75%

Holding current value

$20.6 Million

Previous $19.4 Million 5.67%

% of portfolio

5.69%

Previous 5.39%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	BUY	$58.07 - $58.69 $920,467 - $930,295	15,851 Added 4.75%	349,867 $20.5 Million
Q4 2024 Jan 21, 2025	BUY	$58.02 - $58.88 $1.26 Million - $1.28 Million	21,689 Added 6.94%	334,016 $19.4 Million
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

1,029

Shares Held

273M

Call Options Held

6.2K

Put Options Held

400

View Full List

About VANGUARD

Ticker VGSH
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Wolff Financial Management LLC Vanguard Transaction History