Herold Advisors, Inc. Vanguard Total World Stk Index Transaction History

Herold Advisors, Inc.

$455 Million
Q2 2025

A detailed history of Herold Advisors, Inc. transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Herold Advisors, Inc. holds 3,961 shares of VT stock, worth $552,440. This represents 0.11% of its overall portfolio holdings.

Number of Shares

3,961

Previous 5,146 23.03%

Holding current value

$552,440

Previous $596,000 14.6%

% of portfolio

0.11%

Previous 0.14%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$103.16 - $128.52 $122,244 - $152,296	-1,185 Reduced 23.03%	3,961 $509,000
Q1 2025 May 13, 2025	BUY	$115.08 - $123.97 $1,841 - $1,983	16 Added 0.31%	5,146 $596,000
Q4 2024 Feb 14, 2025	BUY	$117.09 - $123.07 $4,449 - $4,676	38 Added 0.75%	5,130 $602,000
Q3 2024 Nov 14, 2024	BUY	$107.72 - $119.96 $1,938 - $2,159	18 Added 0.35%	5,092 $609,000
Q2 2024 Jul 24, 2024	BUY	$104.94 - $113.51 $2,728 - $2,951	26 Added 0.52%	5,074 $571,000
Q1 2024 May 10, 2024	BUY	$100.68 - $110.5 $508,232 - $557,804	5,048 New	5,048 $557,000

Others Institutions Holding VT

# of Institutions

1,146

Shares Held

112M

Call Options Held

314K

Put Options Held

91K

View Full List

About VANGUARD TOTAL WORLD STK INDEX

Ticker VT
Sector ETFs
Industry ETFs

More about VT

Track This Portfolio

Portfolio Update

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

News

Stay updated on Herold Advisors, Inc. with notifications on news.

Account

Herold Advisors, Inc. Vanguard Total World Stk Index Transaction History