Sterling Group Wealth Management, LLC Vanguard World Fd Esg Intl Stk Transaction History

Sterling Group Wealth Management, LLC

$192 Million
Q4 2024

A detailed history of Sterling Group Wealth Management, LLC transactions in Vanguard World Fd Esg Intl Stk stock. As of the latest transaction made, Sterling Group Wealth Management, LLC holds 6,427 shares of VSGX stock, worth $378,614. This represents 0.19% of its overall portfolio holdings.

Number of Shares

6,427

Previous 6,725 4.43%

Holding current value

$378,614

Previous $413,000 11.86%

% of portfolio

0.19%

Previous 0.22%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$56.61 - $61.63 $16,869 - $18,365	-298 Reduced 4.43%	6,427 $364,000
Q3 2024 Oct 07, 2024	SELL	$55.06 - $62.25 $38,542 - $43,575	-700 Reduced 9.43%	6,725 $413,000
Q2 2024 Jul 15, 2024	BUY	$54.72 - $58.75 $406,296 - $436,218	7,425 New	7,425 $425,000
Q4 2023 Jan 12, 2024	SELL	$48.05 - $55.28 $189,076 - $217,526	-3,935 Reduced 22.31%	13,704 $758 Million
Q3 2023 Oct 11, 2023	BUY	$50.23 - $55.2 $54,348 - $59,726	1,082 Added 6.54%	17,639 $890 Million
Q2 2023 Jul 06, 2023	BUY	$51.68 - $54.7 $23,204 - $24,560	449 Added 2.79%	16,557 $879 Million
Q1 2023 Apr 21, 2023	BUY	$49.49 - $54.07 $120,607 - $131,768	2,437 Added 17.83%	16,108 $843 Million
Q4 2022 Feb 17, 2023	BUY	$43.1 - $51.11 $589,220 - $698,724	13,671 New	13,671 $672 Million

Others Institutions Holding VSGX

# of Institutions

380

Shares Held

20.1M

Call Options Held

Put Options Held

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About VANGUARD WORLD FD ESG INTL STK

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Sterling Group Wealth Management, LLC Vanguard World Fd Esg Intl Stk Transaction History