Websterrogers Financial Advisors, LLC Vanguard Transaction History

Websterrogers Financial Advisors, LLC

$281 Million
Q4 2024

A detailed history of Websterrogers Financial Advisors, LLC transactions in Vanguard stock. As of the latest transaction made, Websterrogers Financial Advisors, LLC holds 207,067 shares of VGSH stock, worth $12.1 Million. This represents 4.28% of its overall portfolio holdings.

Number of Shares

207,067

Previous 203,863 1.57%

Holding current value

$12.1 Million

Previous $12 Million 0.13%

% of portfolio

4.28%

Previous 4.31%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$58.02 - $58.88 $185,896 - $188,651	3,204 Added 1.57%	207,067 $12 Million
Q3 2024 Oct 15, 2024	SELL	$57.74 - $59.13 $691,032 - $707,667	-11,968 Reduced 5.55%	203,863 $12 Million
Q2 2024 Jul 12, 2024	BUY	$57.55 - $58.0 $1.02 Million - $1.03 Million	17,713 Added 8.94%	215,831 $12.5 Million
Q1 2024 May 14, 2024	BUY	$57.88 - $58.54 $9.6 Million - $9.71 Million	165,880 Added 514.55%	198,118 $11.5 Million
Q2 2023 Jul 26, 2023	BUY	$57.72 - $58.69 $1.86 Million - $1.89 Million	32,238 New	32,238 $1.86 Million
Q2 2022 Jul 25, 2022	BUY	$58.29 - $59.37 $1.88 Million - $1.91 Million	32,238 New	32,238 $1.9 Million

Others Institutions Holding VGSH

# of Institutions

928

Shares Held

231M

Call Options Held

21.5K

Put Options Held

32.6K

View Full List

About VANGUARD

Ticker VGSH
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Websterrogers Financial Advisors, LLC Vanguard Transaction History