Copia Wealth Management Vanguard Total World Stk Index Transaction History

Copia Wealth Management

  • $135 Billion
  • Q3 2025

A detailed history of Copia Wealth Management transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Copia Wealth Management holds 1,318 shares of VT stock, worth $183,518. This represents 0.13% of its overall portfolio holdings.

Number of Shares
1,318
Previous 1,419 7.12%
Holding current value
$183,518
Previous $182 Million 0.41%
% of portfolio
0.13%
Previous 0.15%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025
SELL
$128.41 - $138.03 $12,969 - $13,941
-101 Reduced 7.12%
1,318 $182 Million
Q1 2025

Apr 17, 2025
SELL
$115.08 - $123.97 $2,531 - $2,727
-22 Reduced 1.53%
1,419 $165 Million
Q4 2024

Mar 06, 2025
BUY
$117.09 - $123.07 $168,726 - $177,343
1,441 New
1,441 $169 Million

Others Institutions Holding VT

# of Institutions
1,217
Shares Held
118M
Call Options Held
251K
Put Options Held
94.8K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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  • Ticker VT
  • Sector ETFs
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