Global Retirement Partners, LLC Vanguard Total World Stk Index Transaction History

Global Retirement Partners, LLC

$3.4 Billion
Q4 2024

A detailed history of Global Retirement Partners, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Global Retirement Partners, LLC holds 7,267 shares of VT stock, worth $874,801. This represents 0.03% of its overall portfolio holdings.

Number of Shares

7,267

Previous 10,519 30.92%

Holding current value

$874,801

Previous $1.26 Million 32.25%

% of portfolio

0.03%

Previous 0.04%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$117.09 - $123.07 $380,776 - $400,223	-3,252 Reduced 30.92%	7,267 $853,000
Q3 2024 Oct 16, 2024	BUY	$107.72 - $119.96 $610,987 - $680,413	5,672 Added 117.02%	10,519 $1.26 Million
Q2 2024 Jul 23, 2024	BUY	$104.94 - $113.51 $33,580 - $36,323	320 Added 7.07%	4,847 $545,000
Q1 2024 Apr 23, 2024	SELL	$100.68 - $110.5 $3,121 - $3,425	-31 Reduced 0.68%	4,527 $500,000
Q4 2023 Jan 18, 2024	SELL	$88.97 - $103.1 $12,366 - $14,330	-139 Reduced 2.96%	4,558 $468,000
Q3 2023 Oct 13, 2023	BUY	$92.79 - $100.59 $34,796 - $37,721	375 Added 8.68%	4,697 $437,000
Q2 2023 Jul 20, 2023	BUY	$91.33 - $98.06 $131,332 - $141,010	1,438 Added 49.86%	4,322 $419,000
Q1 2023 May 05, 2023	SELL	$86.24 - $94.55 $3,104 - $3,403	-36 Reduced 1.23%	2,884 $265,000
Q4 2022 Feb 13, 2023	SELL	$78.67 - $91.07 $81,816 - $94,712	-1,040 Reduced 26.26%	2,920 $251,000
Q3 2022 Nov 03, 2022	BUY	$78.88 - $94.48 $3,312 - $3,968	42 Added 1.07%	3,960 $332,000
Q2 2022 Jul 15, 2022	BUY	$83.88 - $102.77 $83 - $102	1 Added 0.03%	3,918 $334,000
Q1 2022 Jul 14, 2022	SELL	$93.8 - $108.09 $148,860 - $171,538	-1,587 Reduced 28.83%	3,917 $352,000
Q4 2021 Jan 21, 2022	BUY	$101.45 - $109.23 $56,609 - $60,950	558 Added 11.28%	5,504 $591,000
Q3 2021 Oct 22, 2021	BUY	$101.52 - $107.65 $219,486 - $232,739	2,162 Added 77.66%	4,946 $504,000
Q2 2021 Jul 15, 2021	BUY	$98.57 - $104.51 $98 - $104	1 Added 0.04%	2,784 $288,000
Q1 2021 Apr 14, 2021	BUY	$92.05 - $98.71 $2,117 - $2,270	23 Added 0.83%	2,783 $271,000
Q4 2020 Jan 13, 2021	SELL	$78.99 - $92.58 $4,265 - $4,999	-54 Reduced 1.92%	2,760 $256,000
Q3 2020 Oct 09, 2020	BUY	$75.3 - $85.07 $12,499 - $14,121	166 Added 6.27%	2,814 $227,000
Q3 2019 Nov 19, 2019	SELL	$74.55 - $76.17 $8,871 - $9,064	-119 Reduced 4.3%	2,648 $198,000
Q2 2019 Nov 19, 2019	BUY	N/A	219 Added 8.59%	2,767 $208,000
Q1 2019 May 07, 2019	BUY	N/A	28 Added 1.11%	2,548 $186,000
Q4 2018 Feb 22, 2019	SELL	N/A	-200 Reduced 7.35%	2,520 $165,000
Q1 2018 Aug 10, 2018	BUY	N/A	347 Added 14.62%	2,720 $200,000
Q4 2017 Aug 13, 2018	BUY	N/A	1,138 Added 92.15%	2,373 $176,000
Q4 2016 Aug 10, 2018	BUY	N/A	1,235	1,235 $75,000

Others Institutions Holding VT

# of Institutions

1,085

Shares Held

99.9M

Call Options Held

158K

Put Options Held

69.5K

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Global Retirement Partners, LLC Vanguard Total World Stk Index Transaction History