A detailed history of Mission Wealth Management, LP transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Mission Wealth Management, LP holds 9,721 shares of VT stock, worth $1.18 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
9,721
Previous 9,056 7.34%
Holding current value
$1.18 Million
Previous $1.02 Million 14.13%
% of portfolio
0.03%
Previous 0.03%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

BUY
$107.72 - $119.96 $71,633 - $79,773
665 Added 7.34%
9,721 $1.16 Million
Q2 2024

Aug 02, 2024

SELL
$104.94 - $113.51 $447,883 - $484,460
-4,268 Reduced 32.03%
9,056 $1.02 Million
Q1 2024

Apr 30, 2024

BUY
$100.68 - $110.5 $586,964 - $644,215
5,830 Added 77.8%
13,324 $1.47 Million
Q4 2023

Feb 05, 2024

BUY
$88.97 - $103.1 $13,345 - $15,465
150 Added 2.04%
7,494 $770,000
Q3 2023

Oct 23, 2023

BUY
$92.79 - $100.59 $15,681 - $16,999
169 Added 2.36%
7,344 $684,000
Q4 2022

Feb 02, 2023

BUY
$78.67 - $91.07 $12,823 - $14,844
163 Added 2.32%
7,175 $618,000
Q3 2022

Oct 12, 2022

BUY
$78.88 - $94.48 $78,248 - $93,724
992 Added 16.48%
7,012 $553,000
Q2 2022

Jul 27, 2022

BUY
$83.88 - $102.77 $4,361 - $5,344
52 Added 0.87%
6,020 $514,000
Q4 2021

Feb 11, 2022

SELL
$101.45 - $109.23 $30,029 - $32,332
-296 Reduced 4.73%
5,968 $641,000
Q2 2021

Aug 10, 2021

SELL
$98.57 - $104.51 $10,152 - $10,764
-103 Reduced 1.62%
6,264 $649,000
Q1 2021

May 10, 2021

BUY
$92.05 - $98.71 $13,347 - $14,312
145 Added 2.33%
6,367 $619,000
Q4 2020

Jan 19, 2021

BUY
$78.99 - $92.58 $6,240 - $7,313
79 Added 1.29%
6,222 $576,000
Q3 2020

Oct 16, 2020

SELL
$75.3 - $85.07 $22,590 - $25,520
-300 Reduced 4.66%
6,143 $495,000
Q2 2020

Aug 03, 2020

BUY
$60.03 - $78.43 $18,009 - $23,529
300 Added 4.88%
6,443 $482,000
Q1 2020

Apr 10, 2020

BUY
$54.48 - $83.17 $817 - $1,247
15 Added 0.24%
6,143 $386,000
Q4 2019

Jan 21, 2020

BUY
$72.8 - $81.27 $7,498 - $8,370
103 Added 1.71%
6,128 $496,000
Q3 2019

Oct 16, 2019

SELL
$74.55 - $76.17 $9,616 - $9,825
-129 Reduced 2.1%
6,025 $451,000
Q2 2019

Aug 09, 2019

BUY
N/A
25 Added 0.41%
6,154 $463,000
Q1 2019

May 14, 2019

BUY
N/A
475 Added 8.4%
6,129 $448,000
Q1 2018

May 04, 2018

BUY
N/A
310 Added 5.8%
5,654 $416,000
Q2 2017

Aug 11, 2017

BUY
N/A
5,344
5,344 $361,000

Others Institutions Holding VT

About VANGUARD TOTAL WORLD STK INDEX


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