Consilio Wealth Advisors, LLC Vanguard Total World Stk Index Transaction History

Consilio Wealth Advisors, LLC

$281 Million
Q2 2025

A detailed history of Consilio Wealth Advisors, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Consilio Wealth Advisors, LLC holds 99,048 shares of VT stock, worth $13.1 Million. This represents 4.53% of its overall portfolio holdings.

Number of Shares

99,048

Previous 152,783 35.17%

Holding current value

$13.1 Million

Previous $17.7 Million 28.06%

% of portfolio

4.53%

Previous 7.43%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	SELL	$103.16 - $128.52 $5.54 Million - $6.91 Million	-53,735 Reduced 35.17%	99,048 $12.7 Million
Q1 2025 Apr 11, 2025	BUY	$115.08 - $123.97 $16.2 Million - $17.4 Million	140,452 Added 1139.02%	152,783 $17.7 Million
Q4 2024 Jan 13, 2025	BUY	$117.09 - $123.07 $105,029 - $110,393	897 Added 7.85%	12,331 $1.45 Million
Q3 2024 Oct 07, 2024	BUY	$107.72 - $119.96 $323 - $359	3 Added 0.03%	11,434 $1.37 Million
Q2 2024 Jul 12, 2024	BUY	$104.94 - $113.51 $419 - $454	4 Added 0.04%	11,431 $1.29 Million
Q1 2024 Apr 18, 2024	SELL	$100.68 - $110.5 $283,414 - $311,057	-2,815 Reduced 19.77%	11,427 $1.26 Million
Q4 2023 Jan 11, 2024	BUY	$88.97 - $103.1 $3,202 - $3,711	36 Added 0.25%	14,242 $1.47 Million
Q3 2023 Oct 11, 2023	SELL	$92.79 - $100.59 $644,704 - $698,899	-6,948 Reduced 32.84%	14,206 $1.32 Million
Q2 2023 Jul 13, 2023	BUY	$91.33 - $98.06 $2,100 - $2,255	23 Added 0.11%	21,154 $2.05 Million
Q1 2023 Apr 06, 2023	SELL	$86.24 - $94.55 $67,612 - $74,127	-784 Reduced 3.58%	21,131 $1.95 Million
Q4 2022 Jan 25, 2023	SELL	$78.67 - $91.07 $374,862 - $433,948	-4,765 Reduced 17.86%	21,915 $0
Q3 2022 Oct 20, 2022	BUY	$78.88 - $94.48 $2.1 Million - $2.52 Million	26,680 New	26,680 $2.11 Million

Others Institutions Holding VT

# of Institutions

1,123

Shares Held

111M

Call Options Held

315K

Put Options Held

120K

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About VANGUARD TOTAL WORLD STK INDEX

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Consilio Wealth Advisors, LLC Vanguard Total World Stk Index Transaction History