Fortis Capital Advisors, LLC Vanguard Total World Stk Index Transaction History

Fortis Capital Advisors, LLC

  • $238 Billion
  • Q1 2024

A detailed history of Fortis Capital Advisors, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Fortis Capital Advisors, LLC holds 21,935 shares of VT stock, worth $2.52 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares
21,935
Previous 26,526 17.31%
Holding current value
$2.52 Million
Previous $2.73 Billion 11.18%
% of portfolio
1.02%
Previous 1.46%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024
SELL
$100.68 - $110.5 $462,221 - $507,305
-4,591 Reduced 17.31%
21,935 $2.42 Billion
Q4 2023

Feb 09, 2024
SELL
$88.97 - $103.1 $976,534 - $1.13 Million
-10,976 Reduced 29.27%
26,526 $2.73 Billion
Q3 2023

Nov 14, 2023
BUY
$92.79 - $100.59 $102,625 - $111,252
1,106 Added 3.04%
37,502 $3.49 Billion
Q2 2023

Aug 14, 2023
BUY
$91.33 - $98.06 $3.32 Million - $3.57 Million
36,396 New
36,396 $3.53 Billion

Others Institutions Holding VT

# of Institutions
931
Shares Held
86.2M
Call Options Held
203K
Put Options Held
44.2K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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