Mark Sheptoff Financial Planning, LLC Vanguard Transaction History

Mark Sheptoff Financial Planning, LLC

  • $197 Million
  • Q3 2025

A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Vanguard stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 255 shares of VGSH stock, worth $14,973. This represents 0.01% of its overall portfolio holdings.

Number of Shares
255
Previous 255 -0.0%
Holding current value
$14,973
Previous $14,000 7.14%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2024
SELL
$57.74 - $59.13 $2,598 - $2,660
-45 Reduced 15.0%
255 $15,000
Q2 2024

Aug 12, 2024
BUY
$57.55 - $58.0 $7,481 - $7,540
130 Added 76.47%
300 $17,000
Q1 2024

May 10, 2024
BUY
$57.88 - $58.54 $9,839 - $9,951
170 New
170 $9,000

Others Institutions Holding VGSH

# of Institutions
1,063
Shares Held
267M
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
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