Cassaday & CO Wealth Management LLC Vanguard Total World Stk Index Transaction History

Cassaday & CO Wealth Management LLC

  • $3.98 Billion
  • Q2 2025

A detailed history of Cassaday & CO Wealth Management LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 2,418 shares of VT stock, worth $337,238. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,418
Previous 2,418 -0.0%
Holding current value
$337,238
Previous $280,000 10.71%
% of portfolio
0.01%
Previous 0.01%

Shares

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

May 05, 2025
SELL
$115.08 - $123.97 $8,746 - $9,421
-76 Reduced 3.05%
2,418 $280,000
Q4 2024

Feb 03, 2025
BUY
$117.09 - $123.07 $8,898 - $9,353
76 Added 3.14%
2,494 $292,000
Q3 2024

Nov 07, 2024
BUY
$107.72 - $119.96 $69,156 - $77,014
642 Added 36.15%
2,418 $289,000
Q2 2024

Jul 30, 2024
BUY
$104.94 - $113.51 $186,373 - $201,593
1,776 New
1,776 $200,000

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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