Portside Wealth Group, LLC Vanguard Total World Stk Index Transaction History

Portside Wealth Group, LLC

$726 Billion
Q3 2025

A detailed history of Portside Wealth Group, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Portside Wealth Group, LLC holds 24,297 shares of VT stock, worth $3.38 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares

24,297

Previous 2,010 1108.81%

Holding current value

$3.38 Million

Previous $258 Million 1196.09%

% of portfolio

0.46%

Previous 0.04%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	BUY	$128.41 - $138.03 $2.86 Million - $3.08 Million	22,287 Added 1108.81%	24,297 $3.35 Billion
Q2 2025 Aug 11, 2025	SELL	$103.16 - $128.52 $41,367 - $51,536	-401 Reduced 16.63%	2,010 $258 Million
Q1 2025 Apr 14, 2025	BUY	$115.08 - $123.97 $41,428 - $44,629	360 Added 17.55%	2,411 $280 Million
Q1 2025 Apr 10, 2025	BUY	$115.08 - $123.97 $2,646 - $2,851	23 Added 1.13%	2,051 $241 Million
Q3 2024 Oct 31, 2024	BUY	$107.72 - $119.96 $1,938 - $2,159	18 Added 0.9%	2,028 $243 Million

Q2 2024 Jul 18, 2024	SELL	$104.94 - $113.51 $944 - $1,021	-9 Reduced 0.45%	2,010 $226 Million
Q1 2024 Apr 17, 2024	SELL	$100.68 - $110.5 $8,054 - $8,840	-80 Reduced 3.81%	2,019 $223 Million
Q4 2023 Jan 16, 2024	BUY	$88.97 - $103.1 $186,748 - $216,406	2,099 New	2,099 $216 Million
Q2 2023 Aug 01, 2023	BUY	$91.33 - $98.06 $1.84 Million - $1.97 Million	20,100 New	20,100 $1.95 Million

Others Institutions Holding VT

# of Institutions

1,217

Shares Held

118M

Call Options Held

251K

Put Options Held

94.8K

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About VANGUARD TOTAL WORLD STK INDEX

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Portside Wealth Group, LLC Vanguard Total World Stk Index Transaction History