Family Firm, Inc. Vanguard Total World Stk Index Transaction History

Family Firm, Inc.

$413 Million
Q1 2024

A detailed history of Family Firm, Inc. transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Family Firm, Inc. holds 4,393 shares of VT stock, worth $497,770. This represents 0.12% of its overall portfolio holdings.

Number of Shares

4,393

Previous 4,051 8.44%

Holding current value

$497,770

Previous $416,000 16.59%

% of portfolio

0.12%

Previous 0.1%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 01, 2024	BUY	$100.68 - $110.5 $34,432 - $37,791	342 Added 8.44%	4,393 $485,000
Q4 2023 Feb 05, 2024	SELL	$88.97 - $103.1 $16,370 - $18,970	-184 Reduced 4.34%	4,051 $416,000
Q3 2023 Oct 19, 2023	SELL	$92.79 - $100.59 $158,856 - $172,210	-1,712 Reduced 28.79%	4,235 $394,000
Q2 2023 Aug 08, 2023	BUY	$91.33 - $98.06 $2,922 - $3,137	32 Added 0.54%	5,947 $576,000
Q1 2023 May 01, 2023	SELL	$86.24 - $94.55 $4,915 - $5,389	-57 Reduced 0.95%	5,915 $544,000

Q4 2022 Feb 07, 2023	BUY	$83.11 - $91.07 $23,437 - $25,681	282 Added 4.96%	5,972 $514,000
Q3 2022 Nov 15, 2022	SELL	N/A	-586 Reduced 9.34%	5,690 $449,000
Q2 2022 Dec 01, 2022	BUY	N/A	195 Added 3.43%	5,885 $502,000
Q1 2022 Nov 30, 2022	BUY	N/A	901 Added 15.83%	6,591 $668,000
Q4 2021 Feb 02, 2022	BUY	N/A	32 Added 0.51%	6,276 $674,000
Q3 2021 Oct 22, 2021	BUY	N/A	60 Added 0.97%	6,244 $666,000
Q2 2021 Jul 21, 2021	SELL	N/A	-31 Reduced 0.5%	6,184 $641,000
Q1 2021 May 06, 2021	SELL	N/A	-1,866 Reduced 23.09%	6,215 $605,000
Q4 2020 Jan 20, 2021	BUY	N/A	1,058 Added 15.06%	8,081 $762,000
Q3 2020 Nov 04, 2020	BUY	N/A	175 Added 2.56%	7,023 $566,000
Q2 2020 Aug 10, 2020	SELL	N/A	-2,528 Reduced 26.96%	6,848 $512,000
Q1 2020 Apr 29, 2020	BUY	N/A	18 Added 0.19%	9,376 $589,000
Q4 2019 Feb 04, 2020	BUY	N/A	37 Added 0.4%	9,358 $758,000
Q3 2019 Nov 12, 2019	SELL	N/A	-84 Reduced 0.89%	9,321 $697,000
Q2 2019 Aug 06, 2019	BUY	N/A	171 Added 1.85%	9,405 $707,000
Q1 2019 May 06, 2019	BUY	N/A	255 Added 2.84%	9,234 $676,000
Q4 2018 Feb 05, 2019	BUY	N/A	347 Added 4.02%	8,979 $588,000
Q3 2018 Oct 31, 2018	SELL	N/A	-6 Reduced 0.07%	8,632 $655,000
Q2 2018 Aug 03, 2018	BUY	N/A	47 Added 0.55%	8,638 $634,000
Q4 2017 Feb 07, 2018	SELL	N/A	-7 Reduced 0.08%	8,591 $638,000
Q3 2017 Nov 07, 2017	BUY	N/A	644 Added 8.1%	8,598 $608,000
Q2 2017 Aug 08, 2017	BUY	N/A	7,954	7,954 $537,000

Others Institutions Holding VT

# of Institutions

930

Shares Held

86.2M

Call Options Held

203K

Put Options Held

44.2K

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