Biltmore Wealth Management, LLC Vanguard Transaction History

Biltmore Wealth Management, LLC

$261 Million
Q3 2025

A detailed history of Biltmore Wealth Management, LLC transactions in Vanguard stock. As of the latest transaction made, Biltmore Wealth Management, LLC holds 133,420 shares of VGSH stock, worth $7.83 Million. This represents 3.01% of its overall portfolio holdings.

Number of Shares

133,420

Previous 124,403 7.25%

Holding current value

$7.83 Million

Previous $7.31 Million 7.43%

% of portfolio

3.01%

Previous 2.98%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	BUY	$58.43 - $58.88 $526,863 - $530,920	9,017 Added 7.25%	133,420 $7.85 Million
Q2 2025 Jul 09, 2025	BUY	$58.32 - $58.95 $100,310 - $101,394	1,720 Added 1.4%	124,403 $7.31 Million
Q1 2025 Apr 16, 2025	BUY	$58.07 - $58.69 $17,885 - $18,076	308 Added 0.25%	122,683 $7.2 Million
Q4 2024 Jan 13, 2025	BUY	$58.02 - $58.88 $93,818 - $95,208	1,617 Added 1.34%	122,375 $7.12 Million
Q3 2024 Oct 04, 2024	BUY	$57.74 - $59.13 $290,316 - $297,305	5,028 Added 4.34%	120,758 $7.13 Million

Q2 2024 Jul 12, 2024	BUY	$57.55 - $58.0 $826,245 - $832,706	14,357 Added 14.16%	115,730 $6.71 Million
Q4 2023 Jan 24, 2024	BUY	$57.34 - $58.41 $242,662 - $247,191	4,232 Added 4.36%	101,373 $5.91 Million
Q3 2023 Oct 10, 2023	BUY	$57.47 - $57.91 $5.58 Million - $5.63 Million	97,141 New	97,141 $5.6 Million

Others Institutions Holding VGSH

# of Institutions

1,064

Shares Held

267M

Call Options Held

3.3K

Put Options Held

View Full List

About VANGUARD

Ticker VGSH
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Biltmore Wealth Management, LLC Vanguard Transaction History