Principle Wealth Partners LLC Vanguard Total World Stk Index Transaction History

Principle Wealth Partners LLC

  • $1.33 Billion
  • Q3 2024

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 9,364 shares of VT stock, worth $1.11 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
9,364
Previous 10,169 7.92%
Holding current value
$1.11 Million
Previous $1.15 Million 2.18%
% of portfolio
0.08%
Previous 0.09%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,001
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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