Family Management Corp Vanguard Total World Stk Index Transaction History

Family Management Corp

$593 Million
Q3 2024

A detailed history of Family Management Corp transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Family Management Corp holds 9,006 shares of VT stock, worth $1.06 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

9,006

Previous 9,006 -0.0%

Holding current value

$1.06 Million

Previous $1.01 Million 6.31%

% of portfolio

0.18%

Previous 0.18%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	BUY	$104.94 - $113.51 $945,089 - $1.02 Million	9,006 New	9,006 $1.01 Million
Q2 2020 Aug 13, 2020	SELL	$60.03 - $78.43 $483,961 - $632,302	-8,062 Closed	0 $0
Q1 2020 May 06, 2020	SELL	$54.48 - $83.17 $155,867 - $237,949	-2,861 Reduced 26.19%	8,062 $506,000
Q4 2019 Feb 11, 2020	SELL	$72.8 - $81.27 $34,288 - $38,278	-471 Reduced 4.13%	10,923 $885,000
Q3 2019 Nov 12, 2019	BUY	$74.55 - $76.17 $58,223 - $59,488	781 Added 7.36%	11,394 $852,000
Q2 2019 Aug 14, 2019	BUY	N/A	3,199 Added 43.15%	10,613 $798,000
Q1 2019 May 14, 2019	BUY	N/A	576 Added 8.42%	7,414 $542,000
Q4 2018 Feb 14, 2019	BUY	N/A	6,838 New	6,838 $448,000

Others Institutions Holding VT

# of Institutions

1,001

Shares Held

88.9M

Call Options Held

149K

Put Options Held

44.9K

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Family Management Corp Vanguard Total World Stk Index Transaction History