A detailed history of Copia Wealth Management transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Copia Wealth Management holds 1,419 shares of VT stock, worth $157,764. This represents 0.15% of its overall portfolio holdings.

Number of Shares
1,419
Previous 1,441 1.53%
Holding current value
$157,764
Previous $169 Million 2.81%
% of portfolio
0.15%
Previous 0.16%

Shares

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

Apr 17, 2025

SELL
$115.08 - $123.97 $2,531 - $2,727
-22 Reduced 1.53%
1,419 $165 Million
Q4 2024

Mar 06, 2025

BUY
$117.09 - $123.07 $168,726 - $177,343
1,441 New
1,441 $169 Million

Others Institutions Holding VT

About VANGUARD TOTAL WORLD STK INDEX


  • Ticker VT
  • Sector ETFs
  • Industry ETFs
More about VT
Track This Portfolio

Track Copia Wealth Management Portfolio

Follow Copia Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Copia Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Copia Wealth Management with notifications on news.