West Financial Advisors, LLC Vanguard Star Fd Vanguard Tota Transaction History

West Financial Advisors, LLC

$518 Million
Q4 2024

A detailed history of West Financial Advisors, LLC transactions in Vanguard Star Fd Vanguard Tota stock. As of the latest transaction made, West Financial Advisors, LLC holds 28,218 shares of VXUS stock, worth $1.77 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares

28,218

Previous 28,092 0.45%

Holding current value

$1.77 Million

Previous $1.82 Million 8.58%

% of portfolio

0.32%

Previous 0.35%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$58.88 - $64.8 $7,418 - $8,164	126 Added 0.45%	28,218 $1.66 Million
Q3 2024 Oct 08, 2024	SELL	$58.03 - $65.37 $652,605 - $735,151	-11,246 Reduced 28.59%	28,092 $1.82 Million
Q2 2024 Jul 15, 2024	SELL	$57.86 - $62.21 $253,311 - $272,355	-4,378 Reduced 10.01%	39,338 $2.37 Million
Q1 2024 Apr 11, 2024	SELL	$55.74 - $60.35 $506,788 - $548,702	-9,092 Reduced 17.22%	43,716 $2.64 Million
Q4 2023 Jan 11, 2024	SELL	$51.06 - $57.96 $32,320 - $36,688	-633 Reduced 1.18%	52,808 $3.06 Million
Q3 2023 Oct 10, 2023	SELL	$53.3 - $58.26 $3,091 - $3,379	-58 Reduced 0.11%	53,441 $2.86 Million
Q2 2023 Jul 07, 2023	BUY	$54.28 - $57.76 $463,062 - $492,750	8,531 Added 18.97%	53,499 $3 Million
Q1 2023 Apr 18, 2023	SELL	$52.07 - $56.74 $504,974 - $550,264	-9,698 Reduced 17.74%	44,968 $2.48 Million
Q4 2022 Jan 10, 2023	SELL	$45.45 - $53.83 $980,265 - $1.16 Million	-21,568 Reduced 28.29%	54,666 $0
Q3 2022 Oct 11, 2022	SELL	$45.75 - $54.53 $50,004 - $59,601	-1,093 Reduced 1.41%	76,234 $3.49 Million
Q2 2022 Jul 14, 2022	SELL	$51.07 - $60.88 $126,449 - $150,738	-2,476 Reduced 3.1%	77,327 $3.99 Million
Q1 2022 Apr 18, 2022	BUY	$55.42 - $64.7 $1.93 Million - $2.26 Million	34,854 Added 77.54%	79,803 $4.77 Million
Q4 2021 Jan 19, 2022	BUY	$61.51 - $66.09 $99,031 - $106,404	1,610 Added 3.71%	44,949 $2.86 Million
Q3 2021 Oct 13, 2021	BUY	$63.26 - $67.0 $399,044 - $422,636	6,308 Added 17.03%	43,339 $2.74 Million
Q2 2021 Jul 27, 2021	SELL	$63.55 - $67.5 $3.78 Million - $4.01 Million	-59,462 Reduced 61.62%	37,031 $2.43 Million
Q1 2021 Apr 20, 2021	SELL	$60.31 - $64.68 $68,089 - $73,023	-1,129 Reduced 1.16%	96,493 $6.05 Million
Q4 2020 Feb 22, 2021	BUY	$50.97 - $60.55 $688,655 - $818,091	13,511 Added 16.06%	97,622 $5.87 Million
Q4 2020 Feb 02, 2021	BUY	$50.97 - $60.55 $4.29 Million - $5.09 Million	84,111 New	84,111 $4.14 Billion

Others Institutions Holding VXUS

# of Institutions

1,372

Shares Held

320M

Call Options Held

56.5K

Put Options Held

84.1K

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About VANGUARD STAR FD VANGUARD TOTA

Ticker VXUS
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West Financial Advisors, LLC Vanguard Star Fd Vanguard Tota Transaction History