Zhang Financial LLC Vanguard Transaction History

Zhang Financial LLC

$1.87 Billion
Q1 2025

A detailed history of Zhang Financial LLC transactions in Vanguard stock. As of the latest transaction made, Zhang Financial LLC holds 33,213 shares of VGSH stock, worth $1.95 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

33,213

Previous 29,799 11.46%

Holding current value

$1.95 Million

Previous $1.73 Million 12.41%

% of portfolio

0.1%

Previous 0.1%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 15, 2025	BUY	$58.07 - $58.69 $198,250 - $200,367	3,414 Added 11.46%	33,213 $1.95 Million
Q4 2024 Jan 16, 2025	BUY	$58.02 - $58.88 $1.73 Million - $1.75 Million	29,799 New	29,799 $1.73 Million
Q3 2023 Oct 11, 2023	SELL	$57.47 - $57.91 $321,889 - $324,353	-5,601 Reduced 42.79%	7,489 $431,000
Q2 2023 Jul 18, 2023	SELL	$57.72 - $58.69 $702,510 - $714,315	-12,171 Reduced 48.18%	13,090 $755,000
Q1 2023 May 10, 2023	SELL	$57.32 - $58.77 $816,236 - $836,884	-14,240 Reduced 36.05%	25,261 $1.48 Million
Q4 2022 May 17, 2023	BUY	$57.38 - $58.13 $817,091 - $827,771	14,240 Added 56.37%	39,501 $2.28 Million
Q4 2022 Jan 17, 2023	BUY	$57.38 - $58.13 $1.16 Million - $1.18 Million	20,291 Added 105.63%	39,501 $2.28 Million
Q3 2022 Oct 18, 2022	BUY	$57.67 - $59.08 $234,659 - $240,396	4,069 Added 26.87%	19,210 $1.11 Million
Q2 2022 Jul 14, 2022	BUY	$58.29 - $59.37 $546,760 - $556,890	9,380 Added 162.82%	15,141 $891,000
Q1 2022 Apr 21, 2022	BUY	$59.19 - $60.79 $62,090 - $63,768	1,049 Added 22.26%	5,761 $342,000
Q4 2021 Feb 10, 2022	BUY	$60.79 - $61.43 $19,331 - $19,534	318 Added 7.24%	4,712 $287,000
Q4 2020 Jan 20, 2021	SELL	$61.6 - $62.06 $1,355 - $1,365	-22 Reduced 0.5%	4,394 $270,000
Q3 2020 Oct 13, 2020	BUY	$62.07 - $62.21 $274,101 - $274,719	4,416 New	4,416 $274,000

Others Institutions Holding VGSH

# of Institutions

1,002

Shares Held

253M

Call Options Held

5.1K

Put Options Held

1.3K

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About VANGUARD

Ticker VGSH
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Zhang Financial LLC Vanguard Transaction History