Leonard Rickey Investment Advisors P.L.L.C. Vanguard Total World Stk Index Transaction History

Leonard Rickey Investment Advisors P.L.L.C.

$434 Million
Q4 2024

A detailed history of Leonard Rickey Investment Advisors P.L.L.C. transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Leonard Rickey Investment Advisors P.L.L.C. holds 39,524 shares of VT stock, worth $4.72 Million. This represents 1.07% of its overall portfolio holdings.

Number of Shares

39,524

Previous 39,728 0.51%

Holding current value

$4.72 Million

Previous $4.76 Million 2.36%

% of portfolio

1.07%

Previous 1.1%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	SELL	$117.09 - $123.07 $23,886 - $25,106	-204 Reduced 0.51%	39,524 $4.64 Million
Q3 2024 Oct 15, 2024	SELL	$107.72 - $119.96 $12,280 - $13,675	-114 Reduced 0.29%	39,728 $4.76 Million
Q2 2024 Jul 24, 2024	SELL	$104.94 - $113.51 $30,222 - $32,690	-288 Reduced 0.72%	39,842 $4.49 Million
Q1 2024 Apr 18, 2024	SELL	$100.68 - $110.5 $184,647 - $202,657	-1,834 Reduced 4.37%	40,130 $4.43 Million
Q4 2023 Jan 23, 2024	SELL	$88.97 - $103.1 $113,525 - $131,555	-1,276 Reduced 2.95%	41,964 $4.32 Million
Q3 2023 Oct 17, 2023	SELL	$92.79 - $100.59 $238,841 - $258,918	-2,574 Reduced 5.62%	43,240 $4.03 Million
Q2 2023 Jul 27, 2023	SELL	$91.33 - $98.06 $167,316 - $179,645	-1,832 Reduced 3.85%	45,814 $4.44 Million
Q1 2023 Apr 20, 2023	SELL	$86.24 - $94.55 $41,653 - $45,667	-483 Reduced 1.0%	47,646 $4.39 Million
Q4 2022 Jan 27, 2023	SELL	$78.67 - $91.07 $43,897 - $50,817	-558 Reduced 1.15%	48,129 $0
Q3 2022 Oct 31, 2022	SELL	$78.88 - $94.48 $39,203 - $46,956	-497 Reduced 1.01%	48,687 $3.84 Million
Q2 2022 Jul 25, 2022	BUY	$83.88 - $102.77 $419 - $513	5 Added 0.01%	49,184 $4.2 Million
Q1 2022 Apr 19, 2022	BUY	$93.8 - $108.09 $187 - $216	2 Added 0.0%	49,179 $4.98 Million
Q4 2021 Feb 01, 2022	SELL	$101.45 - $109.23 $23,637 - $25,450	-233 Reduced 0.47%	49,177 $5.28 Million
Q3 2021 Oct 25, 2021	BUY	$101.52 - $107.65 $609 - $645	6 Added 0.01%	49,410 $5.03 Million
Q2 2021 Jul 27, 2021	BUY	$98.57 - $104.51 $8,674 - $9,196	88 Added 0.18%	49,404 $5.13 Million
Q1 2021 May 06, 2021	BUY	$92.05 - $98.71 $276 - $296	3 Added 0.01%	49,316 $4.8 Million
Q4 2020 Jan 22, 2021	BUY	$78.99 - $92.58 $158,769 - $186,085	2,010 Added 4.25%	49,313 $4.57 Million
Q3 2020 Oct 16, 2020	SELL	$75.3 - $85.07 $52,935 - $59,804	-703 Reduced 1.46%	47,303 $3.82 Million
Q2 2020 Jul 21, 2020	SELL	$60.03 - $78.43 $3.01 Million - $3.93 Million	-50,161 Reduced 51.1%	48,006 $3.59 Million
Q1 2020 Apr 28, 2020	SELL	$54.48 - $83.17 $301,655 - $460,512	-5,537 Reduced 5.34%	98,167 $6.17 Million
Q4 2019 Jan 07, 2020	SELL	$72.8 - $81.27 $289,380 - $323,048	-3,975 Reduced 3.69%	103,704 $8.4 Million
Q3 2019 Oct 17, 2019	SELL	$74.55 - $76.17 $34,442 - $35,190	-462 Reduced 0.43%	107,679 $8.06 Million
Q2 2019 Jul 10, 2019	BUY	N/A	364 Added 0.34%	108,141 $8.13 Million
Q1 2019 Apr 10, 2019	SELL	N/A	-190 Reduced 0.18%	107,777 $7.89 Million
Q4 2018 Jan 17, 2019	BUY	N/A	10,382 Added 10.64%	107,967 $7.07 Million
Q3 2018 Oct 23, 2018	SELL	N/A	-1,384 Reduced 1.4%	97,585 $7.4 Million
Q2 2018 Jul 17, 2018	SELL	N/A	-218 Reduced 0.22%	98,969 $7.26 Million
Q1 2018 Apr 25, 2018	BUY	N/A	1,779 Added 1.83%	99,187 $7.3 Million
Q4 2017 Feb 14, 2018	BUY	N/A	97,408	97,408 $7.23 Million

Others Institutions Holding VT

# of Institutions

1,087

Shares Held

99.9M

Call Options Held

158K

Put Options Held

69.5K

View Full List

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Leonard Rickey Investment Advisors P.L.L.C. Vanguard Total World Stk Index Transaction History