Beaird Harris Wealth Management, LLC Vanguard Total World Stk Index Transaction History

Beaird Harris Wealth Management, LLC

  • $1.1 Billion
  • Q1 2025

A detailed history of Beaird Harris Wealth Management, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 39 shares of VT stock, worth $5,091. This represents 0.0% of its overall portfolio holdings.

Number of Shares
39
Previous 43 9.3%
Holding current value
$5,091
Previous $5,000 20.0%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
$115.08 - $123.97 $460 - $495
-4 Reduced 9.3%
39 $4,000
Q4 2024

Feb 10, 2025
BUY
$117.09 - $123.07 $468 - $492
4 Added 10.26%
43 $5,000
Q3 2024

Dec 02, 2024
SELL
$107.72 - $119.96 $65,493 - $72,935
-608 Reduced 93.97%
39 $4,000
Q1 2024

May 15, 2024
BUY
$100.68 - $110.5 $704 - $773
7 Added 1.09%
647 $71,000
Q3 2023

Nov 15, 2023
BUY
$92.79 - $100.59 $56,880 - $61,661
613 Added 2270.37%
640 $59,000
Q4 2022

Feb 14, 2023
BUY
$78.67 - $91.07 $2,124 - $2,458
27 New
27 $2,000

Others Institutions Holding VT

# of Institutions
1,118
Shares Held
108M
Call Options Held
337K
Put Options Held
120K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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  • Sector ETFs
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