Fingerlakes Wealth Management, Inc. Vanguard Total World Stk Index Transaction History

Fingerlakes Wealth Management, Inc.

$120 Million
Q3 2024

A detailed history of Fingerlakes Wealth Management, Inc. transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Fingerlakes Wealth Management, Inc. holds 14,434 shares of VT stock, worth $1.71 Million. This represents 1.44% of its overall portfolio holdings.

Number of Shares

14,434

Previous 14,586 1.04%

Holding current value

$1.71 Million

Previous $1.64 Million 5.18%

% of portfolio

1.44%

Previous 1.48%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	SELL	$107.72 - $119.96 $16,373 - $18,233	-152 Reduced 1.04%	14,434 $1.73 Million
Q2 2024 Aug 07, 2024	BUY	$104.94 - $113.51 $5,771 - $6,243	55 Added 0.38%	14,586 $1.64 Million
Q1 2024 Apr 24, 2024	SELL	$100.68 - $110.5 $3,423 - $3,757	-34 Reduced 0.23%	14,531 $1.61 Million
Q4 2023 Jan 26, 2024	BUY	$88.97 - $103.1 $7,117 - $8,248	80 Added 0.55%	14,565 $1.5 Million
Q3 2023 Nov 07, 2023	BUY	$92.79 - $100.59 $6,402 - $6,940	69 Added 0.48%	14,485 $1.35 Million
Q2 2023 Aug 10, 2023	SELL	$91.33 - $98.06 $730 - $784	-8 Reduced 0.06%	14,416 $1.4 Million
Q1 2023 May 02, 2023	SELL	$86.24 - $94.55 $4,656 - $5,105	-54 Reduced 0.37%	14,424 $1.33 Million
Q4 2022 Feb 10, 2023	BUY	$78.67 - $91.07 $5,034 - $5,828	64 Added 0.44%	14,478 $1.25 Million
Q3 2022 Oct 28, 2022	BUY	$78.88 - $94.48 $1,972 - $2,362	25 Added 0.17%	14,414 $1.14 Million
Q2 2022 Aug 05, 2022	BUY	$83.88 - $102.77 $5,955 - $7,296	71 Added 0.5%	14,389 $1.23 Million
Q1 2022 May 06, 2022	BUY	$93.8 - $108.09 $18,291 - $21,077	195 Added 1.38%	14,318 $1.45 Million
Q4 2021 Feb 17, 2022	BUY	$101.45 - $109.23 $1.43 Million - $1.54 Million	14,123 New	14,123 $1.52 Million

Others Institutions Holding VT

# of Institutions

998

Shares Held

88.1M

Call Options Held

149K

Put Options Held

44.9K

View Full List

About VANGUARD TOTAL WORLD STK INDEX

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Fingerlakes Wealth Management, Inc. Vanguard Total World Stk Index Transaction History