Defined Wealth Management, LLC Vanguard Transaction History

Defined Wealth Management, LLC

  • $148 Million
  • Q3 2024

A detailed history of Defined Wealth Management, LLC transactions in Vanguard stock. As of the latest transaction made, Defined Wealth Management, LLC holds 10,073 shares of VGSH stock, worth $584,435. This represents 0.4% of its overall portfolio holdings.

Number of Shares
10,073
Previous 9,841 2.36%
Holding current value
$584,435
Previous $570,000 4.21%
% of portfolio
0.4%
Previous 0.41%

Shares

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

Oct 31, 2024
BUY
$57.74 - $59.13 $13,395 - $13,718
232 Added 2.36%
10,073 $594,000
Q2 2024

Aug 05, 2024
SELL
$57.55 - $58.0 $62,844 - $63,336
-1,092 Reduced 9.99%
9,841 $570,000
Q1 2024

Apr 15, 2024
SELL
$57.88 - $58.54 $636 - $643
-11 Reduced 0.1%
10,933 $634,000
Q4 2023

Jan 09, 2024
BUY
$57.34 - $58.41 $19,724 - $20,093
344 Added 3.25%
10,944 $638,000
Q3 2023

Oct 24, 2023
SELL
$57.47 - $57.91 $212,524 - $214,151
-3,698 Reduced 25.86%
10,600 $610,000
Q2 2023

Jul 28, 2023
BUY
$57.72 - $58.69 $200,172 - $203,536
3,468 Added 32.02%
14,298 $825,000
Q1 2023

Apr 21, 2023
BUY
$57.32 - $58.77 $620,775 - $636,479
10,830 New
10,830 $633,000

Others Institutions Holding VGSH

# of Institutions
918
Shares Held
232M
Call Options Held
21.5K
Put Options Held
32.6K
View Full List

About VANGUARD

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

Track Defined Wealth Management, LLC Portfolio

Follow Defined Wealth Management, 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 Defined Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Defined Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email