Principle Wealth Partners LLC Vanguard Total World Stk Index Transaction History

Principle Wealth Partners LLC

$1.3 Billion
Q1 2025

A detailed history of Principle Wealth Partners LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Principle Wealth Partners LLC holds 8,911 shares of VT stock, worth $1.18 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

8,911

Previous 9,364 4.84%

Holding current value

$1.18 Million

Previous $1.1 Million 6.09%

% of portfolio

0.08%

Previous 0.08%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	SELL	$115.08 - $123.97 $52,131 - $56,158	-453 Reduced 4.84%	8,911 $1.03 Million
Q3 2024 Nov 13, 2024	SELL	$107.72 - $119.96 $86,714 - $96,567	-805 Reduced 7.92%	9,364 $1.12 Million
Q2 2024 Aug 13, 2024	BUY	$104.94 - $113.51 $10,284 - $11,123	98 Added 0.97%	10,169 $1.15 Million
Q1 2024 Apr 23, 2024	BUY	$100.68 - $110.5 $56,380 - $61,880	560 Added 5.89%	10,071 $1.11 Million
Q4 2023 Feb 05, 2024	BUY	$88.97 - $103.1 $49,200 - $57,014	553 Added 6.17%	9,511 $978,000
Q3 2023 Nov 01, 2023	SELL	$92.79 - $100.59 $4,639 - $5,029	-50 Reduced 0.56%	8,958 $834,000
Q2 2023 Jul 31, 2023	BUY	$91.33 - $98.06 $54,341 - $58,345	595 Added 7.07%	9,008 $873,000
Q1 2023 May 10, 2023	SELL	$86.24 - $94.55 $65,369 - $71,668	-758 Reduced 8.27%	8,413 $774,000
Q4 2022 Feb 02, 2023	SELL	$78.67 - $91.07 $150,574 - $174,307	-1,914 Reduced 17.27%	9,171 $790,000
Q3 2022 Nov 14, 2022	SELL	$78.88 - $94.48 $94,419 - $113,092	-1,197 Reduced 9.75%	11,085 $874,000
Q2 2022 Aug 02, 2022	SELL	$83.88 - $102.77 $362,193 - $443,760	-4,318 Reduced 26.01%	12,282 $1.05 Million
Q1 2022 May 12, 2022	SELL	$93.8 - $108.09 $6,659 - $7,674	-71 Reduced 0.43%	16,600 $1.68 Million
Q4 2021 Feb 11, 2022	SELL	$101.45 - $109.23 $411,176 - $442,709	-4,053 Reduced 19.56%	16,671 $1.79 Million
Q3 2021 Nov 16, 2021	SELL	$101.52 - $107.65 $57,866 - $61,360	-570 Reduced 2.68%	20,724 $2.11 Million
Q1 2021 May 18, 2021	BUY	$92.05 - $98.71 $216,317 - $231,968	2,350 Added 12.4%	21,294 $2.07 Million
Q4 2020 Feb 16, 2021	BUY	$78.99 - $92.58 $1.5 Million - $1.75 Million	18,944 New	18,944 $1.75 Million
Q3 2020 Nov 16, 2020	SELL	$75.3 - $85.07 $91,564 - $103,445	-1,216 Closed	0 $0
Q2 2020 Aug 14, 2020	BUY	$60.03 - $78.43 $72,996 - $95,370	1,216 New	1,216 $91,000
Q1 2020 May 13, 2020	SELL	$54.48 - $83.17 $229,306 - $350,062	-4,209 Closed	0 $0
Q4 2019 Feb 04, 2020	BUY	$72.8 - $81.27 $56,420 - $62,984	775 Added 22.57%	4,209 $341,000
Q3 2019 Nov 05, 2019	SELL	$74.55 - $76.17 $70,598 - $72,132	-947 Reduced 21.62%	3,434 $257,000
Q2 2019 Nov 05, 2019	SELL	N/A	-2,449 Reduced 35.86%	4,381 $329,000
Q1 2019 Oct 30, 2019	BUY	N/A	1,486 Added 27.81%	6,830 $500,000
Q4 2018 Oct 11, 2019	BUY	N/A	5,344 New	5,344 $350,000

Others Institutions Holding VT

# of Institutions

1,118

Shares Held

109M

Call Options Held

337K

Put Options Held

120K

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 Principle Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Principle Wealth Partners LLC with notifications on news.

Account

Principle Wealth Partners LLC Vanguard Total World Stk Index Transaction History