Ima Wealth, Inc. Vanguard Total World Stk Index Transaction History

Ima Wealth, Inc.

$914 Million
Q2 2025

A detailed history of Ima Wealth, Inc. transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Ima Wealth, Inc. holds 9,064 shares of VT stock, worth $1.26 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

9,064

Previous 8,203 10.5%

Holding current value

$1.26 Million

Previous $951,000 22.4%

% of portfolio

0.13%

Previous 0.11%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	BUY	$103.16 - $128.52 $88,820 - $110,655	861 Added 10.5%	9,064 $1.16 Million
Q1 2025 May 06, 2025	BUY	$115.08 - $123.97 $64,559 - $69,547	561 Added 7.34%	8,203 $951,000
Q4 2024 Feb 14, 2025	BUY	$117.09 - $123.07 $894,801 - $940,500	7,642 New	7,642 $897,000

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 Ima Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Ima Wealth, Inc. with notifications on news.

Account