Laidlaw Wealth Management LLC Vanguard Transaction History

Laidlaw Wealth Management LLC

$189 Million
Q3 2024

A detailed history of Laidlaw Wealth Management LLC transactions in Vanguard stock. As of the latest transaction made, Laidlaw Wealth Management LLC holds 79,119 shares of VGSH stock, worth $4.59 Million. This represents 2.47% of its overall portfolio holdings.

Number of Shares

79,119

Previous 79,464 0.43%

Holding current value

$4.59 Million

Previous $4.61 Million 1.32%

% of portfolio

2.47%

Previous 2.68%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$57.74 - $59.13 $19,920 - $20,399	-345 Reduced 0.43%	79,119 $4.67 Million
Q2 2024 Aug 01, 2024	BUY	$57.55 - $58.0 $422,934 - $426,242	7,349 Added 10.19%	79,464 $4.61 Million
Q1 2024 May 15, 2024	BUY	$57.88 - $58.54 $712,965 - $721,095	12,318 Added 20.6%	72,115 $4.19 Million
Q4 2023 Feb 12, 2024	SELL	$57.34 - $58.41 $1.59 Million - $1.62 Million	-27,677 Reduced 31.64%	59,797 $3.49 Million
Q3 2023 Nov 13, 2023	SELL	$57.47 - $57.91 $554,298 - $558,541	-9,645 Reduced 9.93%	87,474 $5.04 Million
Q2 2023 Aug 11, 2023	BUY	$57.72 - $58.69 $28,109 - $28,582	487 Added 0.5%	97,119 $5.61 Million
Q1 2023 May 12, 2023	BUY	$57.32 - $58.77 $1.09 Million - $1.12 Million	18,979 Added 24.44%	96,632 $5.66 Million
Q4 2022 Feb 14, 2023	SELL	$57.38 - $58.13 $218,044 - $220,894	-3,800 Reduced 4.67%	77,653 $4.49 Million
Q3 2022 Nov 14, 2022	BUY	$57.67 - $59.08 $972,604 - $996,384	16,865 Added 26.11%	81,453 $4.71 Million
Q2 2022 Aug 12, 2022	BUY	$58.29 - $59.37 $3.76 Million - $3.83 Million	64,588 New	64,588 $3.8 Million

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

Ticker VGSH
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Laidlaw Wealth Management LLC Vanguard Transaction History