Alpha Cubed Investments, LLC Vanguard Total World Stk Index Transaction History

Alpha Cubed Investments, LLC

$2.18 Billion
Q4 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 19, 2023	SELL	$92.79 - $100.59 $3,062 - $3,319	-33 Reduced 0.12%	27,193 $2.53 Million
Q4 2022 Jan 25, 2023	SELL	$78.67 - $91.07 $372,345 - $431,034	-4,733 Reduced 14.81%	27,226 $0
Q2 2022 Jul 22, 2022	SELL	$83.88 - $102.77 $147,628 - $180,875	-1,760 Reduced 5.22%	31,959 $2.73 Million
Q2 2020 Jul 13, 2020	SELL	$60.03 - $78.43 $511,815 - $668,694	-8,526 Reduced 20.18%	33,719 $2.52 Million
Q1 2020 Apr 10, 2020	SELL	$54.48 - $83.17 $98,064 - $149,706	-1,800 Reduced 4.09%	42,245 $2.65 Million
Q4 2019 Jan 17, 2020	SELL	$72.8 - $81.27 $276,348 - $308,500	-3,796 Reduced 7.93%	44,045 $3.57 Million
Q3 2019 Oct 18, 2019	SELL	$74.55 - $76.17 $17,071 - $17,442	-229 Reduced 0.48%	47,841 $3.58 Million
Q2 2019 Jul 19, 2019	BUY	N/A	1,720 Added 3.71%	48,070 $3.61 Million
Q1 2019 Apr 26, 2019	BUY	N/A	46,350 New	46,350 $3.39 Million

Others Institutions Holding VT

# of Institutions

1,031

Shares Held

87.9M

Call Options Held

149K

Put Options Held

45.5K

About VANGUARD TOTAL WORLD STK INDEX

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