Golden State Wealth Management, LLC Vanguard Total World Stk Index Transaction History

Golden State Wealth Management, LLC

  • $667 Billion
  • Q4 2024

A detailed history of Golden State Wealth Management, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 1,833 shares of VT stock, worth $215,909. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,833
Holding current value
$215,909
% of portfolio
0.03%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
SELL
$117.09 - $123.07 $2.41 Million - $2.53 Million
-20,588 Reduced 91.82%
1,833 $215 Million
Q1 2022

May 16, 2022
BUY
$93.8 - $108.09 $189,382 - $218,233
2,019 Added 9.9%
22,421 $2.18 Million
Q4 2021

Feb 14, 2022
SELL
$101.45 - $109.23 $51,435 - $55,379
-507 Reduced 2.42%
20,402 $2.19 Million
Q3 2021

Nov 15, 2021
SELL
$101.52 - $107.65 $21,928 - $23,252
-216 Reduced 1.02%
20,909 $2.13 Million
Q2 2021

Aug 12, 2021
SELL
$98.57 - $104.51 $127,746 - $135,444
-1,296 Reduced 5.78%
21,125 $2.19 Million
Q1 2021

May 14, 2021
BUY
$92.05 - $98.71 $92 - $98
1 Added 0.0%
22,421 $2.18 Million
Q4 2020

Jan 28, 2021
BUY
$78.99 - $92.58 $28,199 - $33,051
357 Added 1.62%
22,420 $2.08 Million
Q3 2020

Nov 12, 2020
BUY
$75.3 - $85.07 $1.66 Million - $1.88 Million
22,063 New
22,063 $1.78 Million
Q2 2020

Aug 11, 2020
SELL
$60.03 - $78.43 $1.41 Million - $1.84 Million
-23,424 Closed
0 $0
Q1 2020

Apr 17, 2020
BUY
$54.48 - $83.17 $1.28 Million - $1.95 Million
23,424 New
23,424 $1.47 Million

Others Institutions Holding VT

# of Institutions
1,089
Shares Held
99.9M
Call Options Held
158K
Put Options Held
69.5K
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 Golden State Wealth Management, LLC Portfolio

Follow Golden State Wealth Management, LLC 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 Golden State Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Golden State Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email