Pine Harbor Wealth Management, LLC Vanguard Total World Stk Index Transaction History

Pine Harbor Wealth Management, LLC

  • $201 Billion
  • Q3 2024

A detailed history of Pine Harbor Wealth Management, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Pine Harbor Wealth Management, LLC holds 6,730 shares of VT stock, worth $794,543. This represents 0.4% of its overall portfolio holdings.

Number of Shares
6,730
Previous 6,723 0.1%
Holding current value
$794,543
Previous $757 Million 6.39%
% of portfolio
0.4%
Previous 0.45%

Shares

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

Nov 13, 2024
BUY
$107.72 - $119.96 $754 - $839
7 Added 0.1%
6,730 $806 Million
Q2 2024

Aug 09, 2024
BUY
$104.94 - $113.51 $944 - $1,021
9 Added 0.13%
6,723 $757 Million
Q1 2024

May 15, 2024
BUY
$100.68 - $110.5 $805 - $884
8 Added 0.12%
6,714 $742 Million
Q4 2023

Apr 03, 2024
BUY
$88.97 - $103.1 $596,632 - $691,388
6,706 New
6,706 $690 Million

Others Institutions Holding VT

# of Institutions
1,001
Shares Held
88.9M
Call Options Held
149K
Put Options Held
44.9K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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