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

M Wealth Management, LLC

  • $107 Billion
  • Q1 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 2,740 shares of VT stock, worth $338,033. This represents 0.3% of its overall portfolio holdings.

Number of Shares
2,740
Previous 3,173 13.65%
Holding current value
$338,033
Previous $373 Million 14.78%
% of portfolio
0.3%
Previous 0.34%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,107
Shares Held
110M
Call Options Held
337K
Put Options Held
118K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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  • Ticker VT
  • Sector ETFs
  • Industry ETFs
More about VT
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