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

Pine Harbor Wealth Management, LLC

$248 Billion
Q4 2024

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 $958,531. This represents 0.38% of its overall portfolio holdings.

Number of Shares

7,950

Previous 6,730 18.13%

Holding current value

$958,531

Previous $806 Million 15.93%

% of portfolio

0.38%

Previous 0.4%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,085

Shares Held

99.9M

Call Options Held

158K

Put Options Held

69.5K

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About VANGUARD TOTAL WORLD STK INDEX

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