Ledge Wealth Management, Inc. Vanguard Total World Stk Index Transaction History

Ledge Wealth Management, Inc.

  • $257 Million
  • Q4 2023

A detailed history of Ledge Wealth Management, Inc. transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Ledge Wealth Management, Inc. holds 8,970 shares of VT stock, worth $1.04 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
8,970
Previous 8,970 -0.0%
Holding current value
$1.04 Million
Previous $835,000 10.42%
% of portfolio
0.36%
Previous 0.37%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 14, 2023
SELL
$86.24 - $94.55 $390,667 - $428,311
-4,530 Reduced 33.56%
8,970 $826,000
Q4 2022

Feb 02, 2023
BUY
$78.67 - $91.07 $1.06 Million - $1.23 Million
13,500 New
13,500 $1.16 Million

Others Institutions Holding VT

# of Institutions
1,090
Shares Held
99.5M
Call Options Held
158K
Put Options Held
69.5K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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  • Sector ETFs
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