Mutual Advisors, LLC Vanguard Total World Stk Index Transaction History

Mutual Advisors, LLC

$3.31 Billion
Q4 2024

A detailed history of Mutual Advisors, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Mutual Advisors, LLC holds 9,166 shares of VT stock, worth $1.11 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

9,166

Previous 7,981 14.85%

Holding current value

$1.11 Million

Previous $955,000 12.67%

% of portfolio

0.03%

Previous 0.03%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$117.09 - $123.07 $138,751 - $145,837	1,185 Added 14.85%	9,166 $1.08 Million
Q3 2024 Oct 25, 2024	SELL	$107.72 - $119.96 $168,366 - $187,497	-1,563 Reduced 16.38%	7,981 $955,000
Q2 2024 Jul 30, 2024	BUY	$104.94 - $113.51 $204,633 - $221,344	1,950 Added 25.68%	9,544 $1.07 Million
Q1 2024 May 02, 2024	BUY	$100.68 - $110.5 $212,334 - $233,044	2,109 Added 38.45%	7,594 $839,000
Q4 2023 Jan 12, 2024	BUY	$88.97 - $103.1 $88,703 - $102,790	997 Added 22.21%	5,485 $564,000
Q3 2023 Nov 13, 2023	BUY	$92.79 - $100.59 $39,342 - $42,650	424 Added 10.43%	4,488 $418,000
Q2 2023 Jul 31, 2023	SELL	$91.33 - $98.06 $67,127 - $72,074	-735 Reduced 15.32%	4,064 $394,000
Q1 2023 Apr 11, 2023	SELL	$86.24 - $94.55 $684,573 - $750,537	-7,938 Reduced 62.32%	4,799 $441,000
Q4 2022 Jan 12, 2023	BUY	$78.67 - $91.07 $694,341 - $803,783	8,826 Added 225.67%	12,737 $0
Q3 2022 Nov 03, 2022	BUY	$78.88 - $94.48 $19,877 - $23,808	252 Added 6.89%	3,911 $309,000
Q2 2022 Aug 15, 2022	SELL	$83.88 - $102.77 $9,142 - $11,201	-109 Reduced 2.89%	3,659 $312,000
Q1 2022 May 09, 2022	SELL	$93.8 - $108.09 $187 - $216	-2 Reduced 0.05%	3,768 $382,000
Q4 2021 Feb 14, 2022	SELL	$101.45 - $109.23 $129,856 - $139,814	-1,280 Reduced 25.35%	3,770 $405,000
Q3 2021 Nov 15, 2021	BUY	$101.52 - $107.65 $124,463 - $131,978	1,226 Added 32.06%	5,050 $514,000
Q2 2021 Aug 12, 2021	BUY	$98.57 - $104.51 $93,345 - $98,970	947 Added 32.92%	3,824 $396,000
Q1 2021 May 13, 2021	BUY	$92.05 - $98.71 $2,301 - $2,467	25 Added 0.88%	2,877 $280,000
Q4 2020 Feb 11, 2021	BUY	$78.99 - $92.58 $24,091 - $28,236	305 Added 11.97%	2,852 $264,000
Q3 2020 Nov 13, 2020	BUY	$75.3 - $85.07 $191,789 - $216,673	2,547 New	2,547 $205,000

Others Institutions Holding VT

# of Institutions

1,029

Shares Held

87.7M

Call Options Held

149K

Put Options Held

45.5K

View Full List

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Mutual Advisors, LLC Vanguard Total World Stk Index Transaction History