Vertex Planning Partners, LLC Vanguard Transaction History

Vertex Planning Partners, LLC

$418 Billion
Q3 2024

A detailed history of Vertex Planning Partners, LLC transactions in Vanguard stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 11,164 shares of VGSH stock, worth $647,735. This represents 0.16% of its overall portfolio holdings.

Number of Shares

11,164

Previous 10,139 10.11%

Holding current value

$647,735

Previous $588 Million 12.07%

% of portfolio

0.16%

Previous 0.15%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 07, 2024	BUY	$57.74 - $59.13 $59,183 - $60,608	1,025 Added 10.11%	11,164 $659 Million
Q2 2024 Aug 13, 2024	BUY	$57.55 - $58.0 $37,983 - $38,280	660 Added 6.96%	10,139 $588 Million
Q1 2024 May 13, 2024	BUY	$57.88 - $58.54 $109,856 - $111,108	1,898 Added 25.04%	9,479 $550 Million
Q4 2023 Feb 14, 2024	BUY	$57.34 - $58.41 $41,858 - $42,639	730 Added 10.66%	7,581 $442 Million
Q3 2023 Nov 14, 2023	BUY	$57.47 - $57.91 $31,551 - $31,792	549 Added 8.71%	6,851 $395 Million
Q2 2023 Aug 14, 2023	BUY	$57.72 - $58.69 $39,942 - $40,613	692 Added 12.34%	6,302 $364 Million
Q1 2023 May 16, 2023	BUY	$57.32 - $58.77 $28,774 - $29,502	502 Added 9.83%	5,610 $328 Million
Q4 2022 Feb 06, 2023	BUY	$57.38 - $58.13 $293,097 - $296,928	5,108 New	5,108 $295 Million

Others Institutions Holding VGSH

# of Institutions

918

Shares Held

232M

Call Options Held

21.5K

Put Options Held

32.6K

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About VANGUARD

Ticker VGSH
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Vertex Planning Partners, LLC Vanguard Transaction History