Accretive Wealth Partners, LLC Vanguard Star Fd Vanguard Tota Transaction History

Accretive Wealth Partners, LLC

  • $227 Million
  • Q4 2024

A detailed history of Accretive Wealth Partners, LLC transactions in Vanguard Star Fd Vanguard Tota stock. As of the latest transaction made, Accretive Wealth Partners, LLC holds 4,751 shares of VXUS stock, worth $296,985. This represents 0.12% of its overall portfolio holdings.

Number of Shares
4,751
Previous 4,751 -0.0%
Holding current value
$296,985
Previous $307,000 9.12%
% of portfolio
0.12%
Previous 0.13%

Shares

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

Nov 12, 2024
SELL
$58.03 - $65.37 $86,058 - $96,943
-1,483 Reduced 23.79%
4,751 $307,000
Q1 2024

May 06, 2024
SELL
$55.74 - $60.35 $49,051 - $53,108
-880 Reduced 12.37%
6,234 $375,000
Q4 2023

Feb 06, 2024
BUY
$51.06 - $57.96 $120,654 - $136,959
2,363 Added 49.74%
7,114 $412,000
Q3 2023

Nov 06, 2023
BUY
$53.3 - $58.26 $253,228 - $276,793
4,751 New
4,751 $254,000

Others Institutions Holding VXUS

# of Institutions
1,375
Shares Held
321M
Call Options Held
56.5K
Put Options Held
84.1K
View Full List

About VANGUARD STAR FD VANGUARD TOTA

VXUS Quotes by TradingView
  • Ticker VXUS
  • Sector ETFs
  • Industry ETFs
More about VXUS
Track This Portfolio

Track Accretive Wealth Partners, LLC Portfolio

Follow Accretive Wealth Partners, 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 Accretive Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Accretive Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email