Liberty Wealth Management LLC Vanguard Total World Stk Index Transaction History

Liberty Wealth Management LLC

  • $569 Million
  • Q3 2024

A detailed history of Liberty Wealth Management LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Liberty Wealth Management LLC holds 2,037 shares of VT stock, worth $241,425. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,037
Previous 2,033 0.2%
Holding current value
$241,425
Previous $229,000 6.11%
% of portfolio
0.04%
Previous 0.04%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024
BUY
$107.72 - $119.96 $430 - $479
4 Added 0.2%
2,037 $243,000
Q2 2024

Aug 06, 2024
BUY
$104.94 - $113.51 $104 - $113
1 Added 0.05%
2,033 $229,000
Q1 2024

May 02, 2024
SELL
$100.68 - $110.5 $10.8 Million - $11.9 Million
-107,297 Reduced 98.14%
2,032 $224,000
Q4 2023

Feb 08, 2024
BUY
$88.97 - $103.1 $9.38 Million - $10.9 Million
105,416 Added 2693.99%
109,329 $11.2 Million
Q3 2023

Nov 13, 2023
BUY
$92.79 - $100.59 $363,087 - $393,608
3,913 New
3,913 $365,000
Q4 2021

Feb 15, 2022
SELL
$101.45 - $109.23 $115,145 - $123,976
-1,135 Closed
0 $0
Q3 2021

Nov 15, 2021
BUY
$101.52 - $107.65 $101 - $107
1 Added 0.09%
1,135 $116,000
Q2 2021

Aug 13, 2021
BUY
$98.57 - $104.51 $11.4 Million - $12.1 Million
116,082 Added 8180.55%
117,501 $1.13 Million
Q2 2021

Aug 13, 2021
SELL
$98.57 - $104.51 $11.5 Million - $12.2 Million
-116,367 Reduced 99.03%
1,134 $118,000
Q4 2020

Feb 09, 2021
BUY
$78.99 - $92.58 $78 - $92
1 Added 0.07%
1,419 $133,000
Q3 2020

Nov 05, 2020
BUY
$75.3 - $85.07 $150 - $170
2 Added 0.14%
1,418 $114,000
Q2 2020

Aug 04, 2020
SELL
$60.03 - $78.43 $76,358 - $99,762
-1,272 Reduced 47.32%
1,416 $106,000
Q1 2020

Apr 27, 2020
BUY
$54.48 - $83.17 $381 - $582
7 Added 0.26%
2,688 $169,000
Q4 2019

Feb 05, 2020
BUY
$72.8 - $81.27 $1,092 - $1,219
15 Added 0.56%
2,681 $217,000
Q3 2019

Oct 30, 2019
SELL
$74.55 - $76.17 $47,786 - $48,824
-641 Reduced 19.38%
2,666 $199,000
Q2 2019

Jul 30, 2019
BUY
N/A
910 Added 37.96%
3,307 $249,000
Q1 2019

Apr 18, 2019
BUY
N/A
8 Added 0.33%
2,397 $175,000
Q4 2018

Mar 26, 2019
BUY
N/A
2,389 New
2,389 $156,000

Others Institutions Holding VT

# of Institutions
998
Shares Held
88.1M
Call Options Held
149K
Put Options Held
44.9K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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