Iams Wealth Management, LLC Vanguard Transaction History

Iams Wealth Management, LLC

  • $277 Billion
  • Q4 2025

A detailed history of Iams Wealth Management, LLC transactions in Vanguard stock. As of the latest transaction made, Iams Wealth Management, LLC holds 17,820 shares of VGSH stock, worth $1.05 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares
17,820
Previous 16,315 9.22%
Holding current value
$1.05 Million
Previous $960 Million 9.0%
% of portfolio
0.38%
Previous 0.39%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 26, 2026
BUY
$58.64 - $58.96 $88,253 - $88,734
1,505 Added 9.22%
17,820 $1.05 Billion
Q3 2025

Oct 15, 2025
BUY
$58.43 - $58.88 $87,703 - $88,378
1,501 Added 10.13%
16,315 $960 Million
Q2 2025

Jul 14, 2025
BUY
$58.32 - $58.95 $863,952 - $873,285
14,814 New
14,814 $871 Million

Others Institutions Holding VGSH

# of Institutions
1,071
Shares Held
269M
Call Options Held
3.3K
Put Options Held
0
View Full List

About VANGUARD

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

Track Iams Wealth Management, LLC Portfolio

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email