Northwest Wealth Management, LLC Vanguard Transaction History

Northwest Wealth Management, LLC

  • $422 Million
  • Q3 2024

A detailed history of Northwest Wealth Management, LLC transactions in Vanguard stock. As of the latest transaction made, Northwest Wealth Management, LLC holds 260,378 shares of VGSH stock, worth $15.2 Million. This represents 3.64% of its overall portfolio holdings.

Number of Shares
260,378
Previous 262,944 0.98%
Holding current value
$15.2 Million
Previous $15.2 Million 0.78%
% of portfolio
3.64%
Previous 4.0%

Shares

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

Nov 04, 2024
SELL
$57.74 - $59.13 $148,160 - $151,727
-2,566 Reduced 0.98%
260,378 $15.4 Million
Q2 2024

Aug 05, 2024
BUY
$57.55 - $58.0 $136,911 - $137,982
2,379 Added 0.91%
262,944 $15.2 Million
Q1 2024

May 13, 2024
BUY
$57.88 - $58.54 $983,960 - $995,180
17,000 Added 6.98%
260,565 $15.1 Million
Q4 2023

Feb 14, 2024
BUY
$57.34 - $58.41 $1.67 Million - $1.7 Million
29,040 Added 13.54%
243,565 $14.2 Million
Q3 2023

Nov 01, 2023
BUY
$57.47 - $57.91 $1.94 Million - $1.95 Million
33,702 Added 18.64%
214,525 $12.4 Million
Q2 2023

Aug 07, 2023
BUY
$57.72 - $58.69 $2.09 Million - $2.13 Million
36,237 Added 25.06%
180,823 $10.4 Million
Q1 2023

May 10, 2023
BUY
$57.32 - $58.77 $3.29 Million - $3.38 Million
57,446 Added 65.92%
144,586 $8.46 Million
Q4 2022

Feb 07, 2023
BUY
$57.38 - $58.13 $3.51 Million - $3.55 Million
61,094 Added 234.56%
87,140 $5.04 Million
Q3 2022

Oct 27, 2022
BUY
$57.67 - $59.08 $1.5 Million - $1.54 Million
26,046 New
26,046 $1.51 Million
Q2 2019

Jul 23, 2019
SELL
N/A
-542 Closed
0 $0
Q3 2018

Oct 11, 2018
SELL
N/A
-3,900 Reduced 87.8%
542 $32,000
Q4 2017

Jan 31, 2018
SELL
N/A
-37 Reduced 0.83%
4,442 $268,000
Q3 2017

Oct 30, 2017
BUY
N/A
4,479
4,479 $272,000

Others Institutions Holding VGSH

# of Institutions
928
Shares Held
231M
Call Options Held
21.5K
Put Options Held
32.6K
View Full List

About VANGUARD

VGSH Quotes by TradingView
  • Ticker VGSH
  • Sector ETFs
  • Industry ETFs
More about VGSH
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