Independent Advisor Alliance Vanguard Transaction History

Independent Advisor Alliance

  • $7.25 Billion
  • Q4 2024

A detailed history of Independent Advisor Alliance transactions in Vanguard stock. As of the latest transaction made, Independent Advisor Alliance holds 375,423 shares of VGSH stock, worth $22 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
375,423
Holding current value
$22 Million
% of portfolio
0.3%

Shares

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

Feb 07, 2025
BUY
$58.02 - $58.88 $21.8 Million - $22.1 Million
375,423 New
375,423 $21.8 Million
Q1 2024

May 08, 2024
BUY
$57.88 - $58.54 $46,477 - $47,007
803 Added 21.36%
4,562 $264,000
Q3 2023

Oct 24, 2023
BUY
$57.47 - $57.91 $9,884 - $9,960
172 Added 4.8%
3,759 $216,000
Q2 2023

Jul 28, 2023
BUY
$57.72 - $58.69 $207,041 - $210,521
3,587 New
3,587 $207,000
Q4 2022

Feb 13, 2023
BUY
$57.38 - $58.13 $214,830 - $217,638
3,744 New
3,744 $216,000
Q1 2020

May 14, 2020
SELL
$60.83 - $62.34 $2.25 Million - $2.31 Million
-37,030 Closed
0 $0
Q4 2019

Feb 07, 2020
BUY
$60.69 - $61.1 $2.25 Million - $2.26 Million
37,030 New
37,030 $2.25 Million

Others Institutions Holding VGSH

# of Institutions
981
Shares Held
255M
Call Options Held
5.1K
Put Options Held
1.3K
View Full List

About VANGUARD

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

Track Independent Advisor Alliance Portfolio

Follow Independent Advisor Alliance 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 Independent Advisor Alliance, based on Form 13F filings with the SEC.

News

Stay updated on Independent Advisor Alliance with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email