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

Iht Wealth Management, LLC

$3.44 Billion
Q3 2024

A detailed history of Iht Wealth Management, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Iht Wealth Management, LLC holds 5,733 shares of VT stock, worth $697,419. This represents 0.02% of its overall portfolio holdings.

Number of Shares

5,733

Previous 3,374 69.92%

Holding current value

$697,419

Previous $380,000 80.53%

% of portfolio

0.02%

Previous 0.01%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$107.72 - $119.96 $254,111 - $282,985	2,359 Added 69.92%	5,733 $686,000
Q2 2024 Aug 14, 2024	SELL	$104.94 - $113.51 $27,809 - $30,080	-265 Reduced 7.28%	3,374 $380,000
Q1 2024 May 15, 2024	BUY	$100.68 - $110.5 $36,345 - $39,890	361 Added 11.01%	3,639 $402,000
Q4 2023 Feb 14, 2024	SELL	$88.97 - $103.1 $8,808 - $10,206	-99 Reduced 2.93%	3,278 $337,000
Q3 2023 Nov 14, 2023	BUY	$92.79 - $100.59 $13,454 - $14,585	145 Added 4.49%	3,377 $314,000
Q2 2023 Aug 14, 2023	BUY	$91.33 - $98.06 $821 - $882	9 Added 0.28%	3,232 $313,000
Q1 2023 May 15, 2023	SELL	$86.24 - $94.55 $18,369 - $20,139	-213 Reduced 6.2%	3,223 $296,000
Q4 2022 Feb 14, 2023	BUY	$78.67 - $91.07 $7,709 - $8,924	98 Added 2.94%	3,436 $296,000
Q3 2022 Nov 22, 2022	BUY	$78.88 - $94.48 $263,301 - $315,374	3,338 New	3,338 $263,000
Q1 2022 May 16, 2022	SELL	$93.8 - $108.09 $176,625 - $203,533	-1,883 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$101.45 - $109.23 $191,030 - $205,680	1,883 New	1,883 $202,000
Q3 2021 Nov 15, 2021	SELL	$101.52 - $107.65 $1.1 Million - $1.17 Million	-10,874 Closed	0 $0
Q2 2021 Aug 16, 2021	BUY	$98.57 - $104.51 $46,130 - $48,910	468 Added 4.5%	10,874 $1.13 Million
Q1 2021 May 18, 2021	BUY	$92.05 - $98.71 $957,872 - $1.03 Million	10,406 New	10,406 $1.01 Million
Q2 2018 Aug 13, 2018	SELL	N/A	-362 Closed	0 $0
Q1 2018 May 15, 2018	SELL	N/A	-89 Reduced 19.73%	362 $26,000
Q4 2017 Feb 14, 2018	BUY	N/A	427 Added 1779.17%	451 $34,000
Q3 2017 Nov 14, 2017	BUY	N/A	24	24 $2,000

Others Institutions Holding VT

# of Institutions

1,001

Shares Held

88.9M

Call Options Held

149K

Put Options Held

44.9K

View Full List

About VANGUARD TOTAL WORLD STK INDEX

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