Lutz Financial Services LLC Vanguard Total World Stk Index Transaction History

Lutz Financial Services LLC

  • $1.15 Billion
  • Q2 2024

A detailed history of Lutz Financial Services LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Lutz Financial Services LLC holds 3,734 shares of VT stock, worth $446,213. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,734
Previous 3,827 2.43%
Holding current value
$446,213
Previous $422,000 0.47%
% of portfolio
0.04%
Previous 0.04%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 29, 2024
SELL
$104.94 - $113.51 $9,759 - $10,556
-93 Reduced 2.43%
3,734 $420,000
Q1 2024

May 03, 2024
SELL
$100.68 - $110.5 $18,424 - $20,221
-183 Reduced 4.56%
3,827 $422,000
Q4 2023

Feb 07, 2024
SELL
$88.97 - $103.1 $29,271 - $33,919
-329 Reduced 7.58%
4,010 $412,000
Q3 2023

Nov 03, 2023
SELL
$92.79 - $100.59 $28,022 - $30,378
-302 Reduced 6.51%
4,339 $404,000
Q2 2023

Aug 07, 2023
SELL
$91.33 - $98.06 $54,798 - $58,836
-600 Reduced 11.45%
4,641 $450,000
Q1 2023

May 01, 2023
SELL
$86.24 - $94.55 $36,479 - $39,994
-423 Reduced 7.47%
5,241 $482,000
Q4 2022

Feb 06, 2023
SELL
$78.67 - $91.07 $26,983 - $31,237
-343 Reduced 5.71%
5,664 $488,000
Q3 2022

Oct 21, 2022
BUY
$78.88 - $94.48 $46,854 - $56,121
594 Added 10.97%
6,007 $474,000
Q2 2022

Jul 20, 2022
SELL
$83.88 - $102.77 $94,952 - $116,335
-1,132 Reduced 17.3%
5,413 $462,000
Q1 2022

Apr 25, 2022
BUY
$93.8 - $108.09 $114,811 - $132,302
1,224 Added 23.0%
6,545 $663,000
Q4 2021

Jan 19, 2022
SELL
$101.45 - $109.23 $23,333 - $25,122
-230 Reduced 4.14%
5,321 $572,000
Q3 2021

Oct 27, 2021
BUY
$101.52 - $107.65 $10,456 - $11,087
103 Added 1.89%
5,551 $565,000
Q2 2021

Jul 26, 2021
BUY
$98.57 - $104.51 $10,448 - $11,078
106 Added 1.98%
5,448 $564,000
Q1 2021

Apr 27, 2021
SELL
$92.05 - $98.71 $18,870 - $20,235
-205 Reduced 3.7%
5,342 $520,000
Q4 2020

Feb 12, 2021
BUY
$78.99 - $92.58 $7,741 - $9,072
98 Added 1.8%
5,547 $514,000
Q3 2020

Nov 05, 2020
SELL
$75.3 - $85.07 $66,791 - $75,457
-887 Reduced 14.0%
5,449 $439,000
Q2 2020

Jul 28, 2020
SELL
$60.03 - $78.43 $333,106 - $435,208
-5,549 Reduced 46.69%
6,336 $474,000
Q1 2020

Apr 27, 2020
BUY
$54.48 - $83.17 $133,530 - $203,849
2,451 Added 25.98%
11,885 $746,000
Q4 2019

Feb 03, 2020
SELL
$72.8 - $81.27 $946 - $1,056
-13 Reduced 0.14%
9,434 $764,000
Q3 2019

Oct 31, 2019
BUY
$74.55 - $76.17 $223 - $228
3 Added 0.03%
9,447 $707,000
Q2 2019

Aug 13, 2019
BUY
N/A
41 Added 0.44%
9,444 $710,000
Q1 2019

May 06, 2019
SELL
N/A
-131 Reduced 1.37%
9,403 $688,000
Q4 2018

Feb 13, 2019
BUY
N/A
9,534 New
9,534 $624,000

Others Institutions Holding VT

# of Institutions
959
Shares Held
86.7M
Call Options Held
209K
Put Options Held
49.6K
View Full List

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