M Wealth Management, LLC Vanguard Total World Stk Index Transaction History

M Wealth Management, LLC

  • $114 Billion
  • Q3 2025

A detailed history of M Wealth Management, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, M Wealth Management, LLC holds 2,630 shares of VT stock, worth $366,201. This represents 0.32% of its overall portfolio holdings.

Number of Shares
2,630
Previous 2,641 0.42%
Holding current value
$366,201
Previous $339 Million 6.76%
% of portfolio
0.32%
Previous 0.31%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
SELL
$128.41 - $138.03 $1,412 - $1,518
-11 Reduced 0.42%
2,630 $362 Million
Q2 2025

Aug 11, 2025
SELL
$103.16 - $128.52 $10,212 - $12,723
-99 Reduced 3.61%
2,641 $339 Million
Q1 2025

May 14, 2025
SELL
$115.08 - $123.97 $49,829 - $53,679
-433 Reduced 13.65%
2,740 $318 Million
Q4 2024

Jan 23, 2025
BUY
$117.09 - $123.07 $371,526 - $390,501
3,173 New
3,173 $373 Million

Others Institutions Holding VT

# of Institutions
1,225
Shares Held
119M
Call Options Held
251K
Put Options Held
87.2K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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