Axxcess Wealth Management, LLC Vanguard Total World Stk Index Transaction History

Axxcess Wealth Management, LLC

$3.96 Billion
Q4 2024

A detailed history of Axxcess Wealth Management, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 3,127 shares of VT stock, worth $362,169. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,127

Previous 3,196 2.16%

Holding current value

$362,169

Previous $382,000 3.93%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	SELL	$117.09 - $123.07 $8,079 - $8,491	-69 Reduced 2.16%	3,127 $367,000
Q3 2024 Nov 04, 2024	SELL	$107.72 - $119.96 $6,570 - $7,317	-61 Reduced 1.87%	3,196 $382,000
Q2 2024 Aug 09, 2024	SELL	$104.94 - $113.51 $81,118 - $87,743	-773 Reduced 19.18%	3,257 $366,000
Q1 2024 May 14, 2024	SELL	$100.68 - $110.5 $106,116 - $116,467	-1,054 Reduced 20.73%	4,030 $445,000
Q4 2023 Feb 06, 2024	BUY	$88.97 - $103.1 $74,467 - $86,294	837 Added 19.71%	5,084 $523,000
Q3 2023 Nov 14, 2023	BUY	$92.79 - $100.59 $394,079 - $427,205	4,247 New	4,247 $395,000
Q4 2022 Feb 14, 2023	BUY	$78.67 - $91.07 $197,147 - $228,221	2,506 New	2,506 $215,000
Q2 2022 Aug 11, 2022	BUY	$83.88 - $102.77 $210,203 - $257,541	2,506 New	2,506 $214,000

Others Institutions Holding VT

# of Institutions

1,090

Shares Held

99.5M

Call Options Held

158K

Put Options Held

69.5K

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About VANGUARD TOTAL WORLD STK INDEX

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Axxcess Wealth Management, LLC Vanguard Total World Stk Index Transaction History