Bcr Wealth Strategies, LLC Vanguard Total World Stk Index Transaction History

Bcr Wealth Strategies, LLC

  • $214 Million
  • Q4 2024

A detailed history of Bcr Wealth Strategies, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Bcr Wealth Strategies, LLC holds 3,535 shares of VT stock, worth $427,452. This represents 0.19% of its overall portfolio holdings.

Number of Shares
3,535
Previous 2,209 60.03%
Holding current value
$427,452
Previous $264,000 57.2%
% of portfolio
0.19%
Previous 0.12%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
BUY
$117.09 - $123.07 $155,261 - $163,190
1,326 Added 60.03%
3,535 $415,000
Q3 2024

Oct 18, 2024
SELL
$107.72 - $119.96 $12,603 - $14,035
-117 Reduced 5.03%
2,209 $264,000
Q2 2024

Jul 26, 2024
SELL
$104.94 - $113.51 $6,191 - $6,697
-59 Reduced 2.47%
2,326 $261,000
Q1 2024

May 03, 2024
BUY
$100.68 - $110.5 $4,631 - $5,083
46 Added 1.97%
2,385 $264,000
Q4 2023

Jan 26, 2024
SELL
$88.97 - $103.1 $5,071 - $5,876
-57 Reduced 2.38%
2,339 $240,000
Q3 2023

Oct 20, 2023
SELL
$92.79 - $100.59 $36,744 - $39,833
-396 Reduced 14.18%
2,396 $223,000
Q2 2023

Jul 14, 2023
BUY
$91.33 - $98.06 $254,993 - $273,783
2,792 New
2,792 $270,000
Q3 2022

Nov 04, 2022
BUY
$78.88 - $94.48 $631 - $755
8 Added 0.66%
1,214 $96,000
Q2 2022

Jul 22, 2022
SELL
$83.88 - $102.77 $3,690 - $4,521
-44 Reduced 3.52%
1,206 $103,000
Q1 2022

Apr 29, 2022
BUY
$93.8 - $108.09 $40,427 - $46,586
431 Added 52.63%
1,250 $127,000
Q4 2021

Feb 11, 2022
BUY
$101.45 - $109.23 $83,087 - $89,459
819 New
819 $88,000

Others Institutions Holding VT

# of Institutions
1,028
Shares Held
87.6M
Call Options Held
149K
Put Options Held
45.6K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

VT Quotes by TradingView
  • Ticker VT
  • Sector ETFs
  • Industry ETFs
More about VT
Track This Portfolio

Track Bcr Wealth Strategies, LLC Portfolio

Follow Bcr Wealth Strategies, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bcr Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bcr Wealth Strategies, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email