Atlantic Private Wealth, LLC Vanguard Total World Stk Index Transaction History

Atlantic Private Wealth, LLC

  • $131 Million
  • Q3 2024

A detailed history of Atlantic Private Wealth, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Atlantic Private Wealth, LLC holds 1,191 shares of VT stock, worth $141,157. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,191
Previous 1,009 18.04%
Holding current value
$141,157
Previous $113,000 25.66%
% of portfolio
0.11%
Previous 0.09%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024
BUY
$107.72 - $119.96 $19,605 - $21,832
182 Added 18.04%
1,191 $142,000
Q2 2024

Aug 12, 2024
BUY
$104.94 - $113.51 $7,975 - $8,626
76 Added 8.15%
1,009 $113,000
Q1 2024

May 13, 2024
BUY
$100.68 - $110.5 $9,363 - $10,276
93 Added 11.07%
933 $103,000
Q4 2023

Feb 09, 2024
BUY
$88.97 - $103.1 $74,734 - $86,604
840 New
840 $86,000

Others Institutions Holding VT

# of Institutions
998
Shares Held
88.1M
Call Options Held
149K
Put Options Held
44.9K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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