Moneta Group Investment Advisors LLC Vanguard Total World Stk Index Transaction History

Moneta Group Investment Advisors LLC

  • $7.15 Billion
  • Q1 2025

A detailed history of Moneta Group Investment Advisors LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 157,860 shares of VT stock, worth $19.5 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
157,860
Previous 155,057 1.81%
Holding current value
$19.5 Million
Previous $18.2 Million 0.48%
% of portfolio
0.26%
Previous 0.26%

Shares

34 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$115.08 - $123.97 $322,569 - $347,487
2,803 Added 1.81%
157,860 $18.3 Million
Q4 2024

Feb 11, 2025
BUY
$117.09 - $123.07 $369,067 - $387,916
3,152 Added 2.07%
155,057 $18.2 Million
Q3 2024

Nov 12, 2024
SELL
$107.72 - $119.96 $98,671 - $109,883
-916 Reduced 0.6%
151,905 $18.2 Million
Q2 2024

Aug 13, 2024
BUY
$104.94 - $113.51 $2.92 Million - $3.16 Million
27,831 Added 22.27%
152,821 $17.2 Million
Q1 2024

Aug 13, 2024
BUY
$100.68 - $110.5 $1.43 Million - $1.57 Million
14,236 Added 12.85%
124,990 $13.8 Million
Q4 2023

Feb 15, 2024
SELL
$88.97 - $103.1 $55,962 - $64,849
-629 Reduced 0.56%
110,754 $11.4 Million
Q3 2023

Nov 15, 2023
SELL
$92.79 - $100.59 $1.99 Million - $2.15 Million
-21,422 Reduced 16.13%
111,383 $10.4 Million
Q2 2023

Aug 15, 2023
SELL
$91.33 - $98.06 $3.24 Million - $3.48 Million
-35,500 Reduced 21.09%
132,805 $12.9 Million
Q1 2023

May 15, 2023
SELL
$86.24 - $94.55 $3.84 Million - $4.21 Million
-44,477 Reduced 20.9%
168,305 $15.5 Million
Q4 2022

Feb 16, 2023
BUY
$78.67 - $91.07 $16.4 Million - $19 Million
208,840 Added 5297.82%
212,782 $18.3 Million
Q4 2022

Feb 16, 2023
SELL
$78.67 - $91.07 $19.8 Billion - $22.9 Billion
-251,709,285 Reduced 100.0%
3,942 $339,000
Q4 2022

Feb 15, 2023
BUY
$78.67 - $91.07 $19.8 Billion - $22.9 Billion
251,676,310 Added 681735.56%
251,713,227 $21.7 Billion
Q3 2022

Nov 14, 2022
BUY
$78.88 - $94.48 $2.75 Million - $3.3 Million
34,903 Added 1733.02%
36,917 $2.91 Million
Q2 2022

Aug 15, 2022
SELL
$83.88 - $102.77 $1.35 Million - $1.66 Million
-16,152 Reduced 88.91%
2,014 $3.44 Million
Q1 2022

May 11, 2022
BUY
$93.8 - $108.09 $1.62 Million - $1.87 Million
17,275 Added 1938.83%
18,166 $1.84 Million
Q4 2021

Feb 11, 2022
SELL
$101.45 - $109.23 $1.63 Million - $1.75 Million
-16,049 Reduced 94.74%
891 $1.97 Million
Q3 2021

Nov 12, 2021
BUY
$101.52 - $107.65 $55,023 - $58,346
542 Added 3.31%
16,940 $1.73 Million
Q2 2021

Aug 13, 2021
BUY
$98.57 - $104.51 $83,488 - $88,519
847 Added 5.45%
16,398 $1.7 Million
Q1 2021

May 14, 2021
SELL
$92.05 - $98.71 $1,288 - $1,381
-14 Reduced 0.09%
15,551 $1.51 Million
Q4 2020

Feb 12, 2021
BUY
$78.99 - $92.58 $50,079 - $58,695
634 Added 4.25%
15,565 $1.44 Million
Q3 2020

Nov 13, 2020
BUY
$75.3 - $85.07 $14,909 - $16,843
198 Added 1.34%
14,931 $1.2 Million
Q2 2020

Aug 12, 2020
BUY
$60.03 - $78.43 $16,448 - $21,489
274 Added 1.9%
14,733 $1.1 Million
Q1 2020

May 13, 2020
SELL
$54.48 - $83.17 $34,267 - $52,313
-629 Reduced 4.17%
14,459 $908,000
Q4 2019

Feb 11, 2020
SELL
$72.8 - $81.27 $130,530 - $145,717
-1,793 Reduced 10.62%
15,088 $1.22 Million
Q3 2019

Nov 12, 2019
SELL
$74.55 - $76.17 $193,606 - $197,813
-2,597 Reduced 13.33%
16,881 $1.26 Million
Q2 2019

Aug 16, 2019
SELL
N/A
-137,044 Reduced 87.56%
19,478 $1.46 Million
Q2 2019

Aug 13, 2019
BUY
N/A
135,079 Added 629.94%
156,522 $1.46 Million
Q1 2019

May 15, 2019
SELL
N/A
-2,786 Reduced 11.5%
21,443 $1.57 Million
Q4 2018

Feb 11, 2019
SELL
N/A
-294 Reduced 1.2%
24,229 $1.59 Million
Q3 2018

Nov 13, 2018
BUY
N/A
12,146 Added 98.13%
24,523 $1.86 Million
Q2 2018

Aug 15, 2018
SELL
N/A
-45 Reduced 0.36%
12,377 $908,000
Q2 2018

Aug 14, 2018
BUY
N/A
1,354 Added 12.23%
12,422 $923,000
Q1 2018

May 14, 2018
BUY
N/A
11,033 Added 31522.86%
11,068 $815,000
Q4 2017

Feb 13, 2018
BUY
N/A
35
35 $3,000

Others Institutions Holding VT

# of Institutions
1,106
Shares Held
110M
Call Options Held
337K
Put Options Held
118K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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