Avidian Wealth Solutions, LLC Vanguard Total World Stk Index Transaction History

Avidian Wealth Solutions, LLC

  • $2.13 Billion
  • Q3 2024

A detailed history of Avidian Wealth Solutions, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 4,433 shares of VT stock, worth $523,359. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,433
Previous 4,441 0.18%
Holding current value
$523,359
Previous $500,000 6.0%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 30, 2024
SELL
$107.72 - $119.96 $861 - $959
-8 Reduced 0.18%
4,433 $530,000
Q2 2024

Aug 06, 2024
BUY
$104.94 - $113.51 $839 - $908
8 Added 0.18%
4,441 $500,000
Q4 2023

Feb 06, 2024
SELL
$88.97 - $103.1 $459,885 - $532,923
-5,169 Reduced 53.83%
4,433 $456,000
Q3 2023

Oct 13, 2023
BUY
$92.79 - $100.59 $890,969 - $965,865
9,602 New
9,602 $894,000

Others Institutions Holding VT

# of Institutions
1,001
Shares Held
88.9M
Call Options Held
149K
Put Options Held
44.9K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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