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

Portside Wealth Group, LLC

$613 Billion
Q1 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 2,411 shares of VT stock, worth $281,122. This represents 0.05% of its overall portfolio holdings.

Number of Shares

2,411

Previous 2,051 17.55%

Holding current value

$281,122

Previous $241 Million 16.02%

% of portfolio

0.05%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,103

Shares Held

101M

Call Options Held

158K

Put Options Held

62.9K

View Full List

About VANGUARD TOTAL WORLD STK INDEX

Ticker VT
Sector ETFs
Industry ETFs

More about VT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Portside Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Portside Wealth Group, LLC with notifications on news.

Account

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