Forvis Wealth Advisors, LLC Vanguard Total World Stk Index Transaction History

Forvis Wealth Advisors, LLC

  • $4.26 Billion
  • Q3 2024

A detailed history of Forvis Wealth Advisors, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 1,738 shares of VT stock, worth $205,987. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,738
Holding current value
$205,987
% of portfolio
0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$107.72 - $119.96 $187,217 - $208,490
1,738 New
1,738 $208,000
Q1 2024

Apr 19, 2024
BUY
$100.68 - $110.5 $2,416 - $2,652
24 Added 1.15%
2,109 $233,000
Q4 2023

Jan 11, 2024
SELL
$88.97 - $103.1 $19,662 - $22,785
-221 Reduced 9.58%
2,085 $214,000
Q3 2023

Oct 25, 2023
BUY
$92.79 - $100.59 $371 - $402
4 Added 0.17%
2,306 $214,000
Q2 2023

Aug 08, 2023
BUY
$91.33 - $98.06 $273 - $294
3 Added 0.13%
2,302 $223,000
Q1 2023

Apr 26, 2023
BUY
$86.24 - $94.55 $198,265 - $217,370
2,299 New
2,299 $211,000

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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  • Ticker VT
  • Sector ETFs
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