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 $240,488. This represents 0.04% of its overall portfolio holdings.

Number of Shares

2,037

Previous 2,033 0.2%

Holding current value

$240,488

Previous $229,000 6.11%

% of portfolio

0.04%

Previous 0.04%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,001

Shares Held

88.9M

Call Options Held

149K

Put Options Held

44.9K

View Full List

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Liberty Wealth Management LLC Vanguard Total World Stk Index Transaction History