Ullmann Wealth Partners Group, LLC Vanguard Transaction History

Ullmann Wealth Partners Group, LLC

$774 Million
Q4 2024

A detailed history of Ullmann Wealth Partners Group, LLC transactions in Vanguard stock. As of the latest transaction made, Ullmann Wealth Partners Group, LLC holds 189,744 shares of VGSH stock, worth $11.1 Million. This represents 1.43% of its overall portfolio holdings.

Number of Shares

189,744

Previous 187,156 1.38%

Holding current value

$11.1 Million

Previous $11 Million 0.05%

% of portfolio

1.43%

Previous 1.43%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$58.02 - $58.88 $150,155 - $152,381	2,588 Added 1.38%	189,744 $11 Million
Q3 2024 Oct 15, 2024	BUY	$57.74 - $59.13 $451,873 - $462,751	7,826 Added 4.36%	187,156 $11 Million
Q2 2024 Aug 07, 2024	BUY	$57.55 - $58.0 $434,847 - $438,248	7,556 Added 4.4%	179,330 $10.4 Million
Q1 2024 May 10, 2024	BUY	$57.88 - $58.54 $352,836 - $356,859	6,096 Added 3.68%	171,774 $9.97 Million
Q4 2023 Jan 11, 2024	BUY	$57.34 - $58.41 $428,673 - $436,673	7,476 Added 4.73%	165,678 $9.66 Million
Q3 2023 Oct 13, 2023	BUY	$57.47 - $57.91 $6.4 Million - $6.45 Million	111,376 Added 237.85%	158,202 $9.11 Million
Q2 2023 Jul 13, 2023	BUY	$57.72 - $58.69 $2.7 Million - $2.75 Million	46,826 New	46,826 $2.7 Million

Others Institutions Holding VGSH

# of Institutions

965

Shares Held

261M

Call Options Held

11K

Put Options Held

View Full List

About VANGUARD

Ticker VGSH
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Ullmann Wealth Partners Group, LLC Vanguard Transaction History