Delap Wealth Advisory, LLC Vanguard Total World Stk Index Transaction History

Delap Wealth Advisory, LLC

$167 Billion
Q4 2024

A detailed history of Delap Wealth Advisory, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Delap Wealth Advisory, LLC holds 3,534 shares of VT stock, worth $412,064. This represents 0.25% of its overall portfolio holdings.

Number of Shares

3,534

Previous 3,554 0.56%

Holding current value

$412,064

Previous $425 Million 2.41%

% of portfolio

0.25%

Previous 0.27%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$117.09 - $123.07 $2,341 - $2,461	-20 Reduced 0.56%	3,534 $415 Million
Q1 2024 May 14, 2024	SELL	$100.68 - $110.5 $357,816 - $392,717	-3,554 Reduced 50.0%	3,554 $393 Million
Q4 2023 Feb 14, 2024	BUY	$88.97 - $103.1 $316,199 - $366,417	3,554 Added 100.0%	7,108 $731 Million
Q3 2023 Nov 13, 2023	BUY	$92.79 - $100.59 $329,775 - $357,496	3,554 New	3,554 $331 Million

Others Institutions Holding VT

# of Institutions

1,108

Shares Held

101M

Call Options Held

158K

Put Options Held

62.9K

View Full List

About VANGUARD TOTAL WORLD STK INDEX

Ticker VT
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Delap Wealth Advisory, LLC Vanguard Total World Stk Index Transaction History