Baystate Wealth Management LLC Vanguard Total World Stk Index Transaction History

Baystate Wealth Management LLC

  • $1.36 Billion
  • Q4 2023

A detailed history of Baystate Wealth Management LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Baystate Wealth Management LLC holds 467 shares of VT stock, worth $65,132. This represents 0.0% of its overall portfolio holdings.

Number of Shares
467
Previous 470 0.64%
Holding current value
$65,132
Previous $43,000 11.63%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 29, 2024
SELL
$88.97 - $103.1 $266 - $309
-3 Reduced 0.64%
467 $48,000
Q3 2023

Oct 25, 2023
BUY
$92.79 - $100.59 $3,989 - $4,325
43 Added 10.07%
470 $43,000
Q2 2023

Sep 21, 2023
SELL
$91.33 - $98.06 $1.62 Million - $1.74 Million
-17,770 Reduced 97.65%
427 $41,000
Q2 2023

Aug 02, 2023
BUY
$91.33 - $98.06 $1.62 Million - $1.74 Million
17,746 Added 3934.81%
18,197 $1.76 Million
Q1 2023

Apr 25, 2023
BUY
$86.24 - $94.55 $86 - $94
1 Added 0.22%
451 $41,000
Q4 2022

Jan 12, 2023
BUY
$78.67 - $91.07 $236 - $273
3 Added 0.67%
450 $39,000
Q3 2022

Nov 10, 2022
BUY
$78.88 - $94.48 $236 - $283
3 Added 0.68%
447 $35,000
Q2 2022

Aug 02, 2022
BUY
$83.88 - $102.77 $2,180 - $2,672
26 Added 6.22%
444 $38,000
Q1 2022

Apr 19, 2022
BUY
$93.8 - $108.09 $3,845 - $4,431
41 Added 10.88%
418 $42,000
Q4 2021

Jan 21, 2022
BUY
$101.45 - $109.23 $38,246 - $41,179
377 New
377 $41,000
Q4 2019

Jan 21, 2020
SELL
$72.8 - $81.27 $28,173 - $31,451
-387 Closed
0 $0
Q3 2019

Oct 30, 2019
BUY
$74.55 - $76.17 $28,850 - $29,477
387 New
387 $29,000

Others Institutions Holding VT

# of Institutions
1,146
Shares Held
112M
Call Options Held
314K
Put Options Held
91K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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