Dowling & Yahnke LLC Vanguard Total World Stk Index Transaction History

Dowling & Yahnke LLC

  • $215 Million
  • Q3 2022

A detailed history of Dowling & Yahnke LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Dowling & Yahnke LLC holds 28,271 shares of VT stock, worth $3.42 Million. This represents 1.04% of its overall portfolio holdings.

Number of Shares
28,271
Previous 27,471 2.91%
Holding current value
$3.42 Million
Previous $2.34 Million 4.86%
% of portfolio
1.04%
Previous 0.11%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 02, 2022
BUY
$78.88 - $94.48 $63,104 - $75,584
800 Added 2.91%
28,271 $2.23 Million
Q2 2022

Aug 10, 2022
BUY
$83.88 - $102.77 $83 - $102
1 Added 0.0%
27,471 $2.34 Million
Q3 2021

Nov 12, 2021
BUY
$101.52 - $107.65 $2,131 - $2,260
21 Added 0.08%
27,470 $2.8 Million
Q2 2021

Jul 21, 2021
SELL
$98.57 - $104.51 $14,194 - $15,049
-144 Reduced 0.52%
27,449 $2.84 Million
Q1 2021

Apr 29, 2021
BUY
$92.05 - $98.71 $92 - $98
1 Added 0.0%
27,593 $2.69 Million
Q4 2020

Jan 28, 2021
BUY
$78.99 - $92.58 $2.18 Million - $2.55 Million
27,592 New
27,592 $2.55 Million
Q1 2020

May 15, 2020
SELL
$54.48 - $83.17 $35,085 - $53,561
-644 Closed
0 $0
Q4 2019

Jan 27, 2020
BUY
$72.8 - $81.27 $46,883 - $52,337
644 New
644 $52,000
Q2 2018

Jul 30, 2018
SELL
N/A
-5,308 Closed
0 $0
Q4 2017

Feb 02, 2018
SELL
N/A
-203 Reduced 3.68%
5,308 $394,000
Q3 2017

Nov 08, 2017
BUY
N/A
5,511
5,511 $390,000

Others Institutions Holding VT

# of Institutions
1,029
Shares Held
87.7M
Call Options Held
149K
Put Options Held
45.5K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

VT Quotes by TradingView
  • Ticker VT
  • Sector ETFs
  • Industry ETFs
More about VT
Track This Portfolio

Track Dowling & Yahnke LLC Portfolio

Follow Dowling & Yahnke LLC 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 Dowling & Yahnke LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dowling & Yahnke LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email