Comprehensive Wealth Management, LLC Vanguard Total World Stk Index Transaction History

Comprehensive Wealth Management, LLC

  • $128 Million
  • Q3 2025

A detailed history of Comprehensive Wealth Management, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Comprehensive Wealth Management, LLC holds 29,969 shares of VT stock, worth $4.17 Million. This represents 3.24% of its overall portfolio holdings.

Number of Shares
29,969
Previous 21,018 42.59%
Holding current value
$4.17 Million
Previous $2.7 Million 52.87%
% of portfolio
3.24%
Previous 2.35%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
BUY
$128.41 - $138.03 $1.15 Million - $1.24 Million
8,951 Added 42.59%
29,969 $4.13 Million
Q2 2025

Aug 11, 2025
BUY
$103.16 - $128.52 $2.17 Million - $2.7 Million
21,018 New
21,018 $2.7 Million

Others Institutions Holding VT

# of Institutions
1,221
Shares Held
118M
Call Options Held
251K
Put Options Held
94.8K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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  • Ticker VT
  • Sector ETFs
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More about VT
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