Creative One Wealth, LLC Vanguard Total World Stk Index Transaction History

Creative One Wealth, LLC

  • $2.76 Billion
  • Q3 2024

A detailed history of Creative One Wealth, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Creative One Wealth, LLC holds 2,539 shares of VT stock, worth $299,754. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,539
Holding current value
$299,754
% of portfolio
0.01%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$107.72 - $119.96 $273,501 - $304,578
2,539 New
2,539 $303,000
Q1 2024

May 14, 2024
BUY
$100.68 - $110.5 $222,100 - $243,763
2,206 Added 76.68%
5,083 $562,000
Q4 2023

Feb 09, 2024
SELL
$88.97 - $103.1 $21,619 - $25,053
-243 Reduced 7.79%
2,877 $296,000
Q3 2023

Oct 17, 2023
SELL
$92.79 - $100.59 $348,612 - $377,916
-3,757 Reduced 54.63%
3,120 $291,000
Q2 2023

Aug 14, 2023
SELL
$91.33 - $98.06 $45,208 - $48,539
-495 Reduced 6.71%
6,877 $667,000
Q1 2023

May 15, 2023
BUY
$86.24 - $94.55 $258 - $283
3 Added 0.04%
7,372 $679,000
Q4 2022

Feb 14, 2023
BUY
$78.67 - $91.07 $75,601 - $87,518
961 Added 15.0%
7,369 $635,000
Q3 2022

Nov 14, 2022
BUY
$78.88 - $94.48 $5,127 - $6,141
65 Added 1.02%
6,408 $505,000
Q2 2022

Aug 12, 2022
SELL
$83.88 - $102.77 $109,379 - $134,012
-1,304 Reduced 17.05%
6,343 $541,000
Q1 2022

May 13, 2022
BUY
$93.8 - $108.09 $128,506 - $148,083
1,370 Added 21.83%
7,647 $775,000
Q4 2021

Feb 15, 2022
SELL
$101.45 - $109.23 $42,101 - $45,330
-415 Reduced 6.2%
6,277 $674,000
Q3 2021

Nov 16, 2021
BUY
$101.52 - $107.65 $53,196 - $56,408
524 Added 8.5%
6,692 $681,000
Q2 2021

Aug 13, 2021
BUY
$98.57 - $104.51 $62,296 - $66,050
632 Added 11.42%
6,168 $639,000
Q1 2021

May 17, 2021
BUY
$92.05 - $98.71 $509,588 - $546,458
5,536 New
5,536 $539,000

Others Institutions Holding VT

# of Institutions
1,001
Shares Held
88.9M
Call Options Held
149K
Put Options Held
44.9K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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