Boston Standard Wealth Management, LLC Vanguard Total World Stk Index Transaction History

Boston Standard Wealth Management, LLC

$515 Billion
Q4 2024

A detailed history of Boston Standard Wealth Management, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Boston Standard Wealth Management, LLC holds 2,667 shares of VT stock, worth $318,279. This represents 0.06% of its overall portfolio holdings.

Number of Shares

2,667

Previous 2,732 2.38%

Holding current value

$318,279

Previous $327 Million 4.28%

% of portfolio

0.06%

Previous 0.06%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$117.09 - $123.07 $7,610 - $7,999	-65 Reduced 2.38%	2,667 $313 Million
Q3 2024 Oct 07, 2024	SELL	$107.72 - $119.96 $4,739 - $5,278	-44 Reduced 1.59%	2,732 $327 Million
Q2 2024 Jul 10, 2024	BUY	$104.94 - $113.51 $1,469 - $1,589	14 Added 0.51%	2,776 $313 Million
Q1 2024 Apr 11, 2024	SELL	$100.68 - $110.5 $6,644 - $7,293	-66 Reduced 2.33%	2,762 $305 Million
Q3 2023 Oct 10, 2023	SELL	$92.79 - $100.59 $3,804 - $4,124	-41 Reduced 1.43%	2,828 $264 Million
Q2 2023 Jul 06, 2023	BUY	$91.33 - $98.06 $3,835 - $4,118	42 Added 1.49%	2,869 $278 Million
Q1 2023 Apr 04, 2023	SELL	$86.24 - $94.55 $4,829 - $5,294	-56 Reduced 1.94%	2,827 $260 Million
Q4 2022 Jan 10, 2023	SELL	$78.67 - $91.07 $39,177 - $45,352	-498 Reduced 14.73%	2,883 $248 Million
Q3 2022 Oct 13, 2022	BUY	$78.88 - $94.48 $1,262 - $1,511	16 Added 0.48%	3,381 $267 Million
Q2 2022 Jul 12, 2022	SELL	$83.88 - $102.77 $922 - $1,130	-11 Reduced 0.33%	3,365 $289 Million
Q1 2022 Apr 12, 2022	SELL	$93.8 - $108.09 $19,791 - $22,806	-211 Reduced 5.88%	3,376 $342 Million
Q4 2021 Jan 18, 2022	BUY	$101.45 - $109.23 $5,884 - $6,335	58 Added 1.64%	3,587 $385 Million
Q3 2021 Oct 07, 2021	SELL	$101.52 - $107.65 $5,888 - $6,243	-58 Reduced 1.62%	3,529 $359 Million
Q2 2021 Jul 13, 2021	BUY	$98.57 - $104.51 $887 - $940	9 Added 0.25%	3,587 $372 Million
Q1 2021 Apr 19, 2021	BUY	$92.05 - $98.71 $329,354 - $353,184	3,578 New	3,578 $0
Q4 2020 Jan 12, 2021	SELL	$78.99 - $92.58 $286,812 - $336,157	-3,631 Closed	0 $0
Q3 2020 Oct 20, 2020	BUY	$75.3 - $85.07 $1,430 - $1,616	19 Added 0.53%	3,631 $0
Q2 2020 Jul 06, 2020	SELL	$60.03 - $78.43 $44,302 - $57,881	-738 Reduced 16.97%	3,612 $270 Million
Q1 2020 Apr 13, 2020	BUY	$54.48 - $83.17 $9,969 - $15,220	183 Added 4.39%	4,350 $261 Million
Q4 2019 Jan 06, 2020	SELL	$72.8 - $81.27 $218 - $243	-3 Reduced 0.07%	4,167 $338 Million
Q3 2019 Oct 08, 2019	BUY	$74.55 - $76.17 $4,323 - $4,417	58 Added 1.41%	4,170 $312 Million
Q2 2019 Jul 09, 2019	BUY	N/A	31 Added 0.76%	4,112 $312 Million
Q1 2019 Apr 11, 2019	SELL	N/A	-122 Reduced 2.9%	4,081 $302 Million
Q4 2018 Jan 10, 2019	SELL	N/A	-78 Reduced 1.82%	4,203 $0
Q3 2018 Oct 03, 2018	BUY	N/A	4,281 New	4,281 $324 Million

Others Institutions Holding VT

# of Institutions

1,087

Shares Held

99.9M

Call Options Held

158K

Put Options Held

69.5K

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Boston Standard Wealth Management, LLC Vanguard Total World Stk Index Transaction History