Johnson & White Wealth Management, LLC Vanguard Total World Stk Index Transaction History

Johnson & White Wealth Management, LLC

$165 Million
Q4 2024

A detailed history of Johnson & White Wealth Management, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Johnson & White Wealth Management, LLC holds 8,927 shares of VT stock, worth $1.07 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares

8,927

Holding current value

$1.07 Million

% of portfolio

0.63%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$117.09 - $123.07 $1.05 Million - $1.1 Million	8,927 New	8,927 $1.05 Million
Q1 2024 Apr 10, 2024	BUY	$100.68 - $110.5 $57,286 - $62,874	569 Added 3.35%	17,568 $1.94 Million
Q4 2023 Jan 17, 2024	SELL	$88.97 - $103.1 $33,274 - $38,559	-374 Reduced 2.15%	16,999 $1.75 Million
Q3 2023 Oct 12, 2023	BUY	$92.79 - $100.59 $1.61 Million - $1.75 Million	17,373 New	17,373 $1.62 Million
Q1 2023 Apr 17, 2023	BUY	$86.24 - $94.55 $631,966 - $692,862	7,328 Added 66.41%	18,362 $1.69 Million
Q4 2022 Jan 18, 2023	SELL	$78.67 - $91.07 $850,344 - $984,375	-10,809 Reduced 49.48%	11,034 $252,000
Q3 2022 Nov 14, 2022	BUY	$78.88 - $94.48 $1.72 Million - $2.06 Million	21,843 New	21,843 $1.72 Million

Others Institutions Holding VT

# of Institutions

1,005

Shares Held

86.7M

Call Options Held

149K

Put Options Held

44.9K

View Full List

About VANGUARD TOTAL WORLD STK INDEX

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Johnson & White Wealth Management, LLC Vanguard Total World Stk Index Transaction History