Mc Kinley Carter Wealth Services, Inc. Vanguard Total World Stk Index Transaction History

Mc Kinley Carter Wealth Services, Inc.

  • $1.6 Billion
  • Q4 2024

A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 16,317 shares of VT stock, worth $1.98 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
16,317
Previous 13,214 23.48%
Holding current value
$1.98 Million
Previous $1.58 Million 21.19%
% of portfolio
0.12%
Previous 0.1%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$117.09 - $123.07 $363,330 - $381,886
3,103 Added 23.48%
16,317 $1.92 Million
Q3 2024

Oct 15, 2024
BUY
$107.72 - $119.96 $81,220 - $90,449
754 Added 6.05%
13,214 $1.58 Million
Q2 2024

Aug 09, 2024
SELL
$104.94 - $113.51 $23,506 - $25,426
-224 Reduced 1.77%
12,460 $1.4 Million
Q1 2024

Apr 26, 2024
BUY
$100.68 - $110.5 $89,907 - $98,676
893 Added 7.57%
12,684 $1.4 Million
Q4 2023

Feb 07, 2024
BUY
$88.97 - $103.1 $149,024 - $172,692
1,675 Added 16.56%
11,791 $1.21 Million
Q3 2023

Oct 13, 2023
BUY
$92.79 - $100.59 $99,378 - $107,731
1,071 Added 11.84%
10,116 $942,000
Q2 2023

Aug 02, 2023
BUY
$91.33 - $98.06 $76,625 - $82,272
839 Added 10.22%
9,045 $877,000
Q1 2023

Apr 24, 2023
BUY
$86.24 - $94.55 $707,685 - $775,877
8,206 New
8,206 $755,000

Others Institutions Holding VT

# of Institutions
1,031
Shares Held
87.9M
Call Options Held
149K
Put Options Held
45.5K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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