Adviser Investments LLC Vanguard Transaction History

Adviser Investments LLC

  • $8.03 Billion
  • Q4 2024

A detailed history of Adviser Investments LLC transactions in Vanguard stock. As of the latest transaction made, Adviser Investments LLC holds 69,454 shares of VGSH stock, worth $4.04 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
69,454
Previous 37,326 86.07%
Holding current value
$4.04 Million
Previous $2.2 Million 83.47%
% of portfolio
0.05%
Previous 0.03%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
BUY
$58.02 - $58.88 $1.86 Million - $1.89 Million
32,128 Added 86.07%
69,454 $4.04 Million
Q3 2024

Nov 08, 2024
BUY
$57.74 - $59.13 $739,938 - $757,750
12,815 Added 52.28%
37,326 $2.2 Million
Q2 2024

Aug 12, 2024
BUY
$57.55 - $58.0 $228,473 - $230,260
3,970 Added 19.33%
24,511 $1.42 Million
Q1 2024

Apr 29, 2024
SELL
$57.88 - $58.54 $85,604 - $86,580
-1,479 Reduced 6.72%
20,541 $1.19 Million
Q4 2023

Feb 01, 2024
BUY
$57.34 - $58.41 $446,563 - $454,897
7,788 Added 54.72%
22,020 $1.28 Million
Q3 2023

Oct 11, 2023
BUY
$57.47 - $57.91 $197,237 - $198,747
3,432 Added 31.78%
14,232 $819,000
Q2 2023

Aug 04, 2023
BUY
$57.72 - $58.69 $112,438 - $114,328
1,948 Added 22.01%
10,800 $623,000
Q1 2023

Apr 25, 2023
BUY
$57.32 - $58.77 $83,285 - $85,392
1,453 Added 19.64%
8,852 $518,000
Q4 2022

Jan 19, 2023
BUY
$57.38 - $58.13 $57,322 - $58,071
999 Added 15.61%
7,399 $0
Q3 2022

Oct 14, 2022
BUY
$57.67 - $59.08 $57,670 - $59,080
1,000 Added 18.52%
6,400 $370,000
Q2 2022

Jul 14, 2022
BUY
$58.29 - $59.37 $23,316 - $23,748
400 Added 8.0%
5,400 $318,000
Q1 2022

May 04, 2022
BUY
$59.19 - $60.79 $295,950 - $303,950
5,000 New
5,000 $296,000

Others Institutions Holding VGSH

# of Institutions
952
Shares Held
233M
Call Options Held
21.5K
Put Options Held
6K
View Full List

About VANGUARD

VGSH Quotes by TradingView
  • Ticker VGSH
  • Sector ETFs
  • Industry ETFs
More about VGSH
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