U S Wealth Group, Llc. Vanguard Total Stock Mkt Transaction History

U S Wealth Group, Llc.

  • $153 Billion
  • Q3 2025
Number of Shares
2,765
Previous 5,757 51.97%
Holding current value
$442 Million
Previous $408 Million 8.24%
% of portfolio
0.29%
Previous 0.32%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 17, 2025
SELL
N/A
-2,992 Reduced 51.97%
2,765 $442 Million
Q2 2025

Aug 15, 2025
BUY
N/A
3,008 Added 109.42%
5,757 $408 Million
Q1 2025

May 15, 2025
BUY
N/A
10 Added 0.37%
2,749 $368 Million
Q4 2024

Feb 13, 2025
BUY
N/A
2,739 New
2,739 $386 Million
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