Geometric Wealth Advisors Vanguard Total World Stk Index Transaction History

Geometric Wealth Advisors

  • $518 Million
  • Q3 2024

A detailed history of Geometric Wealth Advisors transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Geometric Wealth Advisors holds 3,306 shares of VT stock, worth $390,306. This represents 0.08% of its overall portfolio holdings.

Number of Shares
3,306
Previous 2,630 25.7%
Holding current value
$390,306
Previous $296,000 33.45%
% of portfolio
0.08%
Previous 0.06%

Shares

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

Oct 24, 2024
BUY
$107.72 - $119.96 $72,818 - $81,092
676 Added 25.7%
3,306 $395,000
Q2 2022

Jul 20, 2022
SELL
$83.88 - $102.77 $5,536 - $6,782
-66 Reduced 2.45%
2,630 $224,000
Q1 2022

Apr 18, 2022
BUY
$93.8 - $108.09 $252,884 - $291,410
2,696 New
2,696 $273,000

Others Institutions Holding VT

# of Institutions
1,002
Shares Held
88.9M
Call Options Held
149K
Put Options Held
44.9K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

VT Quotes by TradingView
  • Ticker VT
  • Sector ETFs
  • Industry ETFs
More about VT
Track This Portfolio

Track Geometric Wealth Advisors Portfolio

Follow Geometric Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Geometric Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Geometric Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email