Peninsula Wealth, LLC Vanguard Total World Stk Index Transaction History

Peninsula Wealth, LLC

  • $558 Million
  • Q3 2024

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
SELL
$104.94 - $113.51 $121,940 - $131,898
-1,162 Reduced 39.65%
1,769 $199,000
Q1 2024

May 30, 2024
BUY
$100.68 - $110.5 $34,331 - $37,680
341 Added 13.17%
2,931 $323,000
Q1 2024

May 08, 2024
SELL
$100.68 - $110.5 $125,044 - $137,241
-1,242 Reduced 32.41%
2,590 $286,000
Q4 2023

Feb 14, 2024
BUY
$88.97 - $103.1 $5,249 - $6,082
59 Added 1.56%
3,832 $394,000
Q3 2023

Nov 13, 2023
BUY
$92.79 - $100.59 $9,650 - $10,461
104 Added 2.83%
3,773 $351,000
Q2 2023

Aug 14, 2023
BUY
$91.33 - $98.06 $1,461 - $1,568
16 Added 0.44%
3,669 $355,000
Q1 2023

May 11, 2023
BUY
$86.24 - $94.55 $27,251 - $29,877
316 Added 9.47%
3,653 $336,000
Q4 2022

Feb 10, 2023
BUY
$78.67 - $91.07 $4,405 - $5,099
56 Added 1.71%
3,337 $287,000
Q3 2022

Nov 14, 2022
BUY
$78.88 - $94.48 $4,022 - $4,818
51 Added 1.58%
3,281 $259,000
Q2 2022

Aug 08, 2022
BUY
$83.88 - $102.77 $8,220 - $10,071
98 Added 3.13%
3,230 $276,000
Q1 2022

May 06, 2022
SELL
$93.8 - $108.09 $44,367 - $51,126
-473 Reduced 13.12%
3,132 $317,000
Q4 2021

Feb 04, 2022
BUY
$101.45 - $109.23 $365,727 - $393,774
3,605 New
3,605 $387,000
Q4 2020

Feb 10, 2021
SELL
$78.99 - $92.58 $303,242 - $355,414
-3,839 Closed
0 $0
Q3 2020

Nov 12, 2020
BUY
$75.3 - $85.07 $36,671 - $41,429
487 Added 14.53%
3,839 $310,000
Q2 2020

Aug 11, 2020
BUY
$60.03 - $78.43 $7,083 - $9,254
118 Added 3.65%
3,352 $251,000
Q1 2020

May 12, 2020
BUY
$54.48 - $83.17 $2,996 - $4,574
55 Added 1.73%
3,234 $203,000
Q4 2019

Feb 10, 2020
SELL
$72.8 - $81.27 $12,012 - $13,409
-165 Reduced 4.93%
3,179 $257,000
Q3 2019

Nov 08, 2019
SELL
$74.55 - $76.17 $2,236 - $2,285
-30 Reduced 0.89%
3,344 $251,000
Q2 2019

Aug 02, 2019
BUY
N/A
69 Added 2.09%
3,374 $256,000
Q1 2019

May 08, 2019
SELL
N/A
-116,674 Reduced 97.25%
3,305 $240,000
Q4 2018

Feb 11, 2019
BUY
N/A
115,599 Added 2639.25%
119,979 $7.85 Million
Q3 2018

Nov 21, 2018
SELL
N/A
-51 Reduced 1.15%
4,380 $333,000
Q2 2018

Aug 07, 2018
BUY
N/A
492 Added 12.49%
4,431 $326,000
Q1 2018

May 15, 2018
BUY
N/A
3,939 New
3,939 $291,000

Others Institutions Holding VT

# of Institutions
998
Shares Held
88.1M
Call Options Held
149K
Put Options Held
44.9K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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