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

Iht Wealth Management, LLC

  • $2.99 Billion
  • Q4 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 5,427 shares of VT stock, worth $653,302. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,427
Previous 5,733 5.34%
Holding current value
$653,302
Previous $686,000 7.14%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Feb 14, 2025
SELL
$117.09 - $123.07 $35,829 - $37,659
-306 Reduced 5.34%
5,427 $637,000
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
1,085
Shares Held
99.9M
Call Options Held
158K
Put Options Held
69.5K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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