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

Atlantic Private Wealth, LLC

  • $122 Million
  • Q2 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 1,009 shares of VT stock, worth $121,120. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,009
Previous 933 8.15%
Holding current value
$121,120
Previous $103,000 9.71%
% of portfolio
0.09%
Previous 0.09%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
967
Shares Held
86.2M
Call Options Held
209K
Put Options Held
49.6K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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  • Sector ETFs
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