Intelligent Financial Strategies Vanguard Total World Stk Index Transaction History

Intelligent Financial Strategies

$156 Million
Q1 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 31,526 shares of VT stock, worth $3.62 Million. This represents 2.24% of its overall portfolio holdings.

Number of Shares

31,526

Previous 29,485 6.92%

Holding current value

$3.62 Million

Previous $3.03 Million 14.84%

% of portfolio

2.24%

Previous 3.8%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$83.11 - $91.07 $1.73 Million - $1.9 Million	-20,815 Reduced 80.79%	4,948 $0

Q3 2022 Nov 10, 2022	SELL	N/A	-3,839 Reduced 12.97%	25,763 $2.03 Million
Q2 2022 Aug 08, 2022	SELL	N/A	-43,207 Reduced 59.34%	29,602 $2.53 Million
Q1 2022 Apr 25, 2022	SELL	N/A	-13,822 Reduced 15.96%	72,809 $7.38 Million
Q4 2021 Feb 15, 2022	BUY	N/A	86,631 New	86,631 $9.31 Million

Others Institutions Holding VT

# of Institutions

931

Shares Held

86.2M

Call Options Held

203K

Put Options Held

44.2K

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About VANGUARD TOTAL WORLD STK INDEX

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Intelligent Financial Strategies Vanguard Total World Stk Index Transaction History