Kathmere Capital Management, LLC Vanguard Total World Stk Index Transaction History

Kathmere Capital Management, LLC

  • $1.06 Billion
  • Q4 2024

A detailed history of Kathmere Capital Management, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Kathmere Capital Management, LLC holds 9,261 shares of VT stock, worth $1.12 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
9,261
Previous 2,168 327.17%
Holding current value
$1.12 Million
Previous $259,000 319.69%
% of portfolio
0.1%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
BUY
$117.09 - $123.07 $830,519 - $872,935
7,093 Added 327.17%
9,261 $1.09 Million
Q3 2024

Oct 15, 2024
BUY
$107.72 - $119.96 $233,536 - $260,073
2,168 New
2,168 $259,000
Q1 2021

May 07, 2021
SELL
$92.05 - $98.71 $30,008 - $32,179
-326 Closed
0 $0
Q4 2020

Feb 16, 2021
BUY
$78.99 - $92.58 $157 - $185
2 Added 0.62%
326 $30,000
Q3 2020

Nov 20, 2020
SELL
$75.3 - $85.07 $253,008 - $285,835
-3,360 Reduced 91.21%
324 $26,000
Q3 2020

Nov 13, 2020
BUY
$75.3 - $85.07 $277,405 - $313,397
3,684 New
3,684 $298,000

Others Institutions Holding VT

# of Institutions
1,044
Shares Held
94.4M
Call Options Held
149K
Put Options Held
45.5K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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