Private Wealth Management Group, LLC Vanguard Total World Stk Index Transaction History

Private Wealth Management Group, LLC

  • $261 Billion
  • Q4 2024

A detailed history of Private Wealth Management Group, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 487 shares of VT stock, worth $59,355. This represents 0.02% of its overall portfolio holdings.

Number of Shares
487
Previous 477 2.1%
Holding current value
$59,355
Previous $57.1 Million 0.22%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
BUY
$117.09 - $123.07 $1,170 - $1,230
10 Added 2.1%
487 $57.2 Million
Q3 2024

Oct 29, 2024
BUY
$107.72 - $119.96 $1,077 - $1,199
10 Added 2.14%
477 $57.1 Million
Q2 2024

Aug 13, 2024
BUY
$104.94 - $113.51 $419 - $454
4 Added 0.86%
467 $52.6 Million
Q1 2024

Apr 30, 2024
SELL
$100.68 - $110.5 $8,557 - $9,392
-85 Reduced 15.51%
463 $51.2 Million
Q4 2023

Feb 08, 2024
BUY
$88.97 - $103.1 $48,755 - $56,498
548 New
548 $56.4 Million

Others Institutions Holding VT

# of Institutions
1,036
Shares Held
90.9M
Call Options Held
149K
Put Options Held
45.5K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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