Adviser Investments LLC Vanguard Total World Stk Index Transaction History

Adviser Investments LLC

$7.95 Billion
Q3 2024

A detailed history of Adviser Investments LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Adviser Investments LLC holds 51,333 shares of VT stock, worth $6.08 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

51,333

Previous 49,969 2.73%

Holding current value

$6.08 Million

Previous $5.63 Million 9.17%

% of portfolio

0.08%

Previous 0.07%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	BUY	$107.72 - $119.96 $146,930 - $163,625	1,364 Added 2.73%	51,333 $6.14 Million
Q2 2024 Aug 12, 2024	BUY	$104.94 - $113.51 $3.1 Million - $3.35 Million	29,535 Added 144.54%	49,969 $5.63 Million
Q1 2024 Apr 29, 2024	BUY	$100.68 - $110.5 $173,270 - $190,170	1,721 Added 9.2%	20,434 $2.26 Million
Q4 2023 Feb 01, 2024	BUY	$88.97 - $103.1 $503,214 - $583,133	5,656 Added 43.32%	18,713 $1.93 Million
Q3 2023 Oct 11, 2023	BUY	$92.79 - $100.59 $77,850 - $84,395	839 Added 6.87%	13,057 $1.22 Million
Q2 2023 Aug 04, 2023	BUY	$91.33 - $98.06 $105,029 - $112,769	1,150 Added 10.39%	12,218 $1.18 Million
Q1 2023 Apr 25, 2023	BUY	$86.24 - $94.55 $589,709 - $646,532	6,838 Added 161.65%	11,068 $1.02 Million
Q4 2022 Jan 19, 2023	BUY	$78.67 - $91.07 $332,774 - $385,226	4,230 New	4,230 $0

Others Institutions Holding VT

# of Institutions

998

Shares Held

88.1M

Call Options Held

149K

Put Options Held

44.9K

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About VANGUARD TOTAL WORLD STK INDEX

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Adviser Investments LLC Vanguard Total World Stk Index Transaction History