Geo Wealth Management, LLC Vanguard Total World Stk Index Transaction History

Geo Wealth Management, LLC

$2.48 Billion
Q1 2024

A detailed history of Geo Wealth Management, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Geo Wealth Management, LLC holds 72,251 shares of VT stock, worth $8.19 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares

72,251

Previous 212 33980.66%

Holding current value

$8.19 Million

Previous $21,000 37914.29%

% of portfolio

0.32%

Previous 0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	SELL	$100.68 - $110.5 $312,812 - $343,323	-3,107 Reduced 4.3%	69,144 $7.64 Million
Q1 2024 May 15, 2024	BUY	$100.68 - $110.5 $7.25 Million - $7.96 Million	72,039 Added 33980.66%	72,251 $7.98 Million
Q4 2023 Feb 13, 2024	SELL	$88.97 - $103.1 $35,854 - $41,549	-403 Reduced 65.53%	212 $21,000
Q3 2023 Nov 13, 2023	SELL	$92.79 - $100.59 $6,773 - $7,343	-73 Reduced 10.61%	615 $57,000
Q2 2023 Aug 10, 2023	SELL	$91.33 - $98.06 $273 - $294	-3 Reduced 0.43%	688 $66,000

Q1 2023 May 12, 2023	BUY	$86.24 - $94.55 $59,591 - $65,334	691 New	691 $63,000

Others Institutions Holding VT

# of Institutions

930

Shares Held

86.2M

Call Options Held

203K

Put Options Held

44.2K

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About VANGUARD TOTAL WORLD STK INDEX

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Geo Wealth Management, LLC Vanguard Total World Stk Index Transaction History