Strategies Wealth Advisors, LLC Vanguard Total World Stk Index Transaction History

Strategies Wealth Advisors, LLC

$819 Billion
Q1 2025

A detailed history of Strategies Wealth Advisors, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Strategies Wealth Advisors, LLC holds 1,925 shares of VT stock, worth $252,329. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,925

Previous 1,923 0.1%

Holding current value

$252,329

Previous $235 Million 4.96%

% of portfolio

0.03%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$115.08 - $123.97 $230 - $247	2 Added 0.1%	1,925 $223 Million
Q4 2024 Feb 13, 2025	SELL	$117.09 - $123.07 $29,623 - $31,136	-253 Reduced 11.63%	1,923 $235 Million
Q3 2024 Oct 07, 2024	BUY	$107.72 - $119.96 $538 - $599	5 Added 0.23%	2,176 $261 Million
Q2 2024 Jul 29, 2024	SELL	$104.94 - $113.51 $83,532 - $90,353	-796 Reduced 26.83%	2,171 $245 Million
Q1 2024 Apr 22, 2024	BUY	$100.68 - $110.5 $70,979 - $77,902	705 Added 31.17%	2,967 $328 Million
Q4 2023 Jan 22, 2024	SELL	$88.97 - $103.1 $2,224 - $2,577	-25 Reduced 1.09%	2,262 $233 Million
Q3 2023 Oct 10, 2023	BUY	$92.79 - $100.59 $9,650 - $10,461	104 Added 4.76%	2,287 $213 Million
Q2 2023 Jul 12, 2023	BUY	$91.33 - $98.06 $199,373 - $214,064	2,183 New	2,183 $212 Million

Others Institutions Holding VT

# of Institutions

1,116

Shares Held

109M

Call Options Held

315K

Put Options Held

120K

View Full List

About VANGUARD TOTAL WORLD STK INDEX

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Strategies Wealth Advisors, LLC Vanguard Total World Stk Index Transaction History