Viawealth, LLC Vanguard Transaction History

Viawealth, LLC

$166 Billion
Q4 2024

A detailed history of Viawealth, LLC transactions in Vanguard stock. As of the latest transaction made, Viawealth, LLC holds 35,725 shares of VGSH stock, worth $2.09 Million. This represents 1.25% of its overall portfolio holdings.

Number of Shares

35,725

Previous 40,977 12.82%

Holding current value

$2.09 Million

Previous $2.42 Billion 14.06%

% of portfolio

1.25%

Previous 1.41%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	SELL	$58.02 - $58.88 $304,721 - $309,237	-5,252 Reduced 12.82%	35,725 $2.08 Billion
Q3 2024 Nov 12, 2024	SELL	$57.74 - $59.13 $401,004 - $410,657	-6,945 Reduced 14.49%	40,977 $2.42 Billion
Q2 2024 Aug 12, 2024	SELL	$57.55 - $58.0 $119,991 - $120,930	-2,085 Reduced 4.17%	47,922 $2.78 Billion
Q1 2024 May 10, 2024	SELL	$57.88 - $58.54 $268,678 - $271,742	-4,642 Reduced 8.49%	50,007 $2.9 Billion
Q4 2023 Feb 12, 2024	BUY	$57.34 - $58.41 $165,425 - $168,512	2,885 Added 5.57%	54,649 $3.19 Billion
Q3 2023 Nov 13, 2023	BUY	$57.47 - $57.91 $283,327 - $285,496	4,930 Added 10.53%	51,764 $2.98 Billion
Q2 2023 Aug 10, 2023	SELL	$57.72 - $58.69 $20,086 - $20,424	-348 Reduced 0.74%	46,834 $2.7 Billion
Q1 2023 May 12, 2023	BUY	$57.32 - $58.77 $467,215 - $479,034	8,151 Added 20.88%	47,182 $2.76 Billion
Q4 2022 Feb 13, 2023	BUY	$57.38 - $58.13 $2.24 Million - $2.27 Million	39,031 New	39,031 $2.27 Billion

Others Institutions Holding VGSH

# of Institutions

975

Shares Held

262M

Call Options Held

5.1K

Put Options Held

1.3K

View Full List

About VANGUARD

Ticker VGSH
Sector ETFs
Industry ETFs

More about VGSH

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Viawealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Viawealth, LLC with notifications on news.

Account