Axxcess Wealth Management, LLC Vanguard Transaction History

Axxcess Wealth Management, LLC

$3.96 Billion
Q4 2024

A detailed history of Axxcess Wealth Management, LLC transactions in Vanguard stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 170,180 shares of VGSH stock, worth $9.93 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

170,180

Previous 149,826 13.59%

Holding current value

$9.93 Million

Previous $8.84 Million 11.98%

% of portfolio

0.25%

Previous 0.23%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$58.02 - $58.88 $1.18 Million - $1.2 Million	20,354 Added 13.59%	170,180 $9.9 Million
Q3 2024 Nov 04, 2024	BUY	$57.74 - $59.13 $1 Million - $1.03 Million	17,385 Added 13.13%	149,826 $8.84 Million
Q2 2024 Aug 09, 2024	BUY	$57.55 - $58.0 $2.55 Million - $2.57 Million	44,320 Added 50.29%	132,441 $7.68 Million
Q1 2024 May 14, 2024	SELL	$57.88 - $58.54 $367,364 - $371,553	-6,347 Reduced 6.72%	88,121 $5.12 Million
Q4 2023 Feb 06, 2024	SELL	$57.34 - $58.41 $673,171 - $685,733	-11,740 Reduced 11.05%	94,468 $5.51 Million
Q3 2023 Nov 14, 2023	BUY	$57.47 - $57.91 $2.82 Million - $2.84 Million	48,998 Added 85.65%	106,208 $6.12 Million
Q2 2023 Aug 08, 2023	SELL	$57.72 - $58.69 $174,545 - $177,478	-3,024 Reduced 5.02%	57,210 $3.3 Million
Q1 2023 May 03, 2023	BUY	$57.32 - $58.77 $228,592 - $234,374	3,988 Added 7.09%	60,234 $3.53 Million
Q4 2022 Feb 14, 2023	SELL	$57.38 - $58.13 $129,850 - $131,548	-2,263 Reduced 3.87%	56,246 $3.25 Million
Q3 2022 Nov 14, 2022	SELL	$57.67 - $59.08 $1.27 Million - $1.3 Million	-21,958 Reduced 27.29%	58,509 $3.38 Million
Q2 2022 Aug 11, 2022	BUY	$58.29 - $59.37 $1.19 Million - $1.21 Million	20,417 Added 34.0%	80,467 $4.74 Million
Q1 2022 Aug 11, 2022	BUY	$59.19 - $60.79 $1.13 Million - $1.16 Million	19,056 Added 46.48%	60,050 $3.56 Million
Q4 2021 Aug 11, 2022	BUY	$60.79 - $61.43 $2.49 Million - $2.52 Million	40,994 New	40,994 $2.49 Million

Others Institutions Holding VGSH

# of Institutions

974

Shares Held

262M

Call Options Held

5.1K

Put Options Held

1.3K

View Full List

About VANGUARD

Ticker VGSH
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Axxcess Wealth Management, LLC Vanguard Transaction History