Drive Wealth Management, LLC Vanguard Total World Stk Index Transaction History

Drive Wealth Management, LLC

  • $367 Million
  • Q2 2024

A detailed history of Drive Wealth Management, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Drive Wealth Management, LLC holds 1,893 shares of VT stock, worth $217,278. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,893
Previous 1,886 0.37%
Holding current value
$217,278
Previous $208,000 2.4%
% of portfolio
0.06%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024
BUY
$104.94 - $113.51 $734 - $794
7 Added 0.37%
1,893 $213,000
Q1 2024

Apr 22, 2024
BUY
$100.68 - $110.5 $189,882 - $208,403
1,886 New
1,886 $208,000
Q3 2023

Oct 10, 2023
SELL
$92.79 - $100.59 $9,742 - $10,561
-105 Reduced 3.85%
2,620 $244,000
Q2 2023

Jul 14, 2023
BUY
$91.33 - $98.06 $248,874 - $267,213
2,725 New
2,725 $264,000

Others Institutions Holding VT

# of Institutions
958
Shares Held
86.7M
Call Options Held
209K
Put Options Held
49.6K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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