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

Portside Wealth Group, LLC

  • $586 Billion
  • Q3 2024

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 2,028 shares of VT stock, worth $237,762. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,028
Previous 2,010 0.9%
Holding current value
$237,762
Previous $226 Million 7.23%
% of portfolio
0.04%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,002
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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