Lifeworks Advisors, LLC Vanguard Transaction History

Lifeworks Advisors, LLC

  • $539 Million
  • Q4 2024

A detailed history of Lifeworks Advisors, LLC transactions in Vanguard stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 22,777 shares of VGSH stock, worth $1.34 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
22,777
Previous 20,076 13.45%
Holding current value
$1.34 Million
Previous $1.18 Million 11.91%
% of portfolio
0.25%
Previous 0.24%

Shares

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

Feb 07, 2025
BUY
$58.02 - $58.88 $156,712 - $159,034
2,701 Added 13.45%
22,777 $1.33 Million
Q3 2024

Nov 06, 2024
BUY
$57.74 - $59.13 $173,220 - $177,390
3,000 Added 17.57%
20,076 $1.18 Million
Q2 2024

Aug 13, 2024
SELL
$57.55 - $58.0 $204,705 - $206,306
-3,557 Reduced 17.24%
17,076 $990,000
Q1 2024

May 10, 2024
SELL
$57.88 - $58.54 $345,948 - $349,893
-5,977 Reduced 22.46%
20,633 $1.2 Million
Q4 2023

Feb 12, 2024
BUY
$57.34 - $58.41 $468,009 - $476,742
8,162 Added 44.24%
26,610 $1.55 Million
Q3 2023

Nov 01, 2023
BUY
$57.47 - $57.91 $1.06 Million - $1.07 Million
18,448 New
18,448 $1.06 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 Lifeworks Advisors, LLC Portfolio

Follow Lifeworks Advisors, 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 Lifeworks Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lifeworks Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email