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

Johnson & White Wealth Management, LLC

$199 Million
Q2 2025

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 8,403 shares of VT stock, worth $1.17 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares

8,403

Previous 8,166 2.9%

Holding current value

$1.17 Million

Previous $947,000 14.04%

% of portfolio

0.54%

Previous 0.53%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	BUY	$103.16 - $128.52 $24,448 - $30,459	237 Added 2.9%	8,403 $1.08 Million
Q1 2025 Apr 10, 2025	SELL	$115.08 - $123.97 $87,575 - $94,341	-761 Reduced 8.52%	8,166 $947,000
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

1,146

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 Johnson & White Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Johnson & White Wealth Management, LLC with notifications on news.

Account

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