Pine Harbor Wealth Management, LLC Vanguard Total World Stk Index Transaction History

Pine Harbor Wealth Management, LLC

  • $250 Billion
  • Q1 2025

A detailed history of Pine Harbor Wealth Management, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Pine Harbor Wealth Management, LLC holds 7,950 shares of VT stock, worth $969,184. This represents 0.37% of its overall portfolio holdings.

Number of Shares
7,950
Previous 7,950 -0.0%
Holding current value
$969,184
Previous $934 Million 1.3%
% of portfolio
0.37%
Previous 0.38%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$117.09 - $123.07 $142,849 - $150,145
1,220 Added 18.13%
7,950 $934 Million
Q3 2024

Nov 13, 2024
BUY
$107.72 - $119.96 $754 - $839
7 Added 0.1%
6,730 $806 Million
Q2 2024

Aug 09, 2024
BUY
$104.94 - $113.51 $944 - $1,021
9 Added 0.13%
6,723 $757 Million
Q1 2024

May 15, 2024
BUY
$100.68 - $110.5 $805 - $884
8 Added 0.12%
6,714 $742 Million
Q4 2023

Apr 03, 2024
BUY
$88.97 - $103.1 $596,632 - $691,388
6,706 New
6,706 $690 Million

Others Institutions Holding VT

# of Institutions
1,106
Shares Held
110M
Call Options Held
337K
Put Options Held
118K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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  • Ticker VT
  • Sector ETFs
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