Verity Wealth Advisors Vanguard Transaction History

Verity Wealth Advisors

$135 Million
Q1 2025

A detailed history of Verity Wealth Advisors transactions in Vanguard stock. As of the latest transaction made, Verity Wealth Advisors holds 25,227 shares of VGSH stock, worth $1.48 Million. This represents 1.1% of its overall portfolio holdings.

Number of Shares

25,227

Previous 21,109 19.51%

Holding current value

$1.48 Million

Previous $1.23 Million 20.52%

% of portfolio

1.1%

Previous 0.89%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	BUY	$58.07 - $58.69 $239,132 - $241,685	4,118 Added 19.51%	25,227 $1.48 Million
Q4 2024 Feb 07, 2025	BUY	$58.02 - $58.88 $46,416 - $47,104	800 Added 3.94%	21,109 $1.23 Million
Q3 2024 Oct 02, 2024	BUY	$57.74 - $59.13 $71,770 - $73,498	1,243 Added 6.52%	20,309 $1.2 Million
Q2 2024 Aug 02, 2024	SELL	$57.55 - $58.0 $13,927 - $14,036	-242 Reduced 1.25%	19,066 $1.11 Million
Q1 2024 Apr 04, 2024	BUY	$57.88 - $58.54 $303,175 - $306,632	5,238 Added 37.23%	19,308 $1.12 Million
Q4 2023 Jan 04, 2024	SELL	$57.34 - $58.41 $45,642 - $46,494	-796 Reduced 5.35%	14,070 $820,000
Q3 2023 Oct 26, 2023	BUY	$57.47 - $57.91 $3,333 - $3,358	58 Added 0.39%	14,866 $856,000
Q2 2023 Jul 27, 2023	BUY	$57.72 - $58.69 $99,682 - $101,357	1,727 Added 13.2%	14,808 $854,000
Q1 2023 May 08, 2023	BUY	$57.32 - $58.77 $98,762 - $101,260	1,723 Added 15.17%	13,081 $765,000
Q4 2022 Jan 11, 2023	SELL	$57.38 - $58.13 $11,361 - $11,509	-198 Reduced 1.71%	11,358 $0
Q3 2022 Oct 27, 2022	BUY	$57.67 - $59.08 $327,161 - $335,160	5,673 Added 96.43%	11,556 $668,000
Q2 2022 Jul 12, 2022	SELL	$58.29 - $59.37 $4,255 - $4,334	-73 Reduced 1.23%	5,883 $346,000
Q1 2022 Apr 11, 2022	BUY	$59.19 - $60.79 $30,482 - $31,306	515 Added 9.47%	5,956 $353,000
Q4 2021 Jan 20, 2022	BUY	$60.79 - $61.43 $25,896 - $26,169	426 Added 8.49%	5,441 $331,000
Q2 2021 Aug 03, 2021	BUY	$61.41 - $61.64 $29,169 - $29,279	475 Added 10.46%	5,015 $308,000
Q1 2021 May 10, 2021	BUY	$61.49 - $61.63 $245 - $246	4 Added 0.09%	4,540 $279,000
Q4 2020 Feb 09, 2021	BUY	$61.6 - $62.06 $2,340 - $2,358	38 Added 0.84%	4,536 $279,000
Q3 2020 Oct 05, 2020	BUY	$62.07 - $62.21 $279,190 - $279,820	4,498 New	4,498 $279,000

Others Institutions Holding VGSH

# of Institutions

1,002

Shares Held

253M

Call Options Held

5.1K

Put Options Held

1.3K

View Full List

About VANGUARD

Ticker VGSH
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Verity Wealth Advisors Vanguard Transaction History