Intelligent Financial Strategies Vanguard Total World Stk Index Transaction History

Intelligent Financial Strategies

$175 Million
Q4 2024

A detailed history of Intelligent Financial Strategies transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Intelligent Financial Strategies holds 22,804 shares of VT stock, worth $2.82 Million. This represents 1.53% of its overall portfolio holdings.

Number of Shares

22,804

Previous 14,564 56.58%

Holding current value

$2.82 Million

Previous $1.74 Million 53.7%

% of portfolio

1.53%

Previous 0.99%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$117.09 - $123.07 $964,821 - $1.01 Million	8,240 Added 56.58%	22,804 $2.68 Million
Q3 2024 Oct 25, 2024	BUY	$107.72 - $119.96 $32,423 - $36,107	301 Added 2.11%	14,564 $1.74 Million
Q2 2024 Jul 25, 2024	SELL	$104.94 - $113.51 $1.81 Million - $1.96 Million	-17,263 Reduced 54.76%	14,263 $1.61 Million
Q1 2024 Apr 26, 2024	BUY	$100.68 - $110.5 $205,487 - $225,530	2,041 Added 6.92%	31,526 $3.48 Million
Q4 2023 Feb 08, 2024	BUY	$88.97 - $103.1 $2.19 Million - $2.54 Million	24,634 Added 507.81%	29,485 $3.03 Million
Q3 2023 Oct 30, 2023	SELL	$92.79 - $100.59 $9,186 - $9,958	-99 Reduced 2.0%	4,851 $452,000
Q2 2023 Jul 20, 2023	BUY	$91.33 - $98.06 $182 - $196	2 Added 0.04%	4,950 $480,000
Q4 2022 Jan 24, 2023	SELL	$78.67 - $91.07 $1.64 Million - $1.9 Million	-20,815 Reduced 80.79%	4,948 $0
Q3 2022 Nov 10, 2022	SELL	$78.88 - $94.48 $302,820 - $362,708	-3,839 Reduced 12.97%	25,763 $2.03 Million
Q2 2022 Aug 08, 2022	SELL	$83.88 - $102.77 $3.62 Million - $4.44 Million	-43,207 Reduced 59.34%	29,602 $2.53 Million
Q1 2022 Apr 25, 2022	SELL	$93.8 - $108.09 $1.3 Million - $1.49 Million	-13,822 Reduced 15.96%	72,809 $7.38 Million
Q4 2021 Feb 15, 2022	BUY	$101.45 - $109.23 $8.79 Million - $9.46 Million	86,631 New	86,631 $9.31 Million

Others Institutions Holding VT

# of Institutions

1,082

Shares Held

99.9M

Call Options Held

158K

Put Options Held

69.5K

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About VANGUARD TOTAL WORLD STK INDEX

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Intelligent Financial Strategies Vanguard Total World Stk Index Transaction History