Websterrogers Financial Advisors, LLC Vanguard Transaction History

Websterrogers Financial Advisors, LLC

$327 Million
Q3 2025

A detailed history of Websterrogers Financial Advisors, LLC transactions in Vanguard stock. As of the latest transaction made, Websterrogers Financial Advisors, LLC holds 216,603 shares of VGSH stock, worth $12.7 Million. This represents 3.9% of its overall portfolio holdings.

Number of Shares

216,603

Previous 202,768 6.82%

Holding current value

$12.7 Million

Previous $11.9 Million 7.01%

% of portfolio

3.9%

Previous 3.86%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 08, 2025	BUY	$58.43 - $58.88 $808,379 - $814,604	13,835 Added 6.82%	216,603 $12.7 Million
Q2 2025 Jul 10, 2025	BUY	$58.32 - $58.95 $126,321 - $127,685	2,166 Added 1.08%	202,768 $11.9 Million
Q1 2025 Apr 09, 2025	SELL	$58.07 - $58.69 $375,422 - $379,430	-6,465 Reduced 3.12%	200,602 $11.8 Million
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

1,063

Shares Held

268M

Call Options Held

3.3K

Put Options Held

View Full List

About VANGUARD

Ticker VGSH
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Websterrogers Financial Advisors, LLC Vanguard Transaction History