Ratio Wealth Group Vanguard Total World Stk Index Transaction History

Ratio Wealth Group

$516 Million
Q1 2024

A detailed history of Ratio Wealth Group transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Ratio Wealth Group holds 5,064 shares of VT stock, worth $599,678. This represents 0.11% of its overall portfolio holdings.

Number of Shares

5,064

Previous 4,831 4.82%

Holding current value

$599,678

Previous $497,000 12.47%

% of portfolio

0.11%

Previous 0.11%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	BUY	$100.68 - $110.5 $23,458 - $25,746	233 Added 4.82%	5,064 $559,000
Q4 2023 Feb 13, 2024	SELL	$88.97 - $103.1 $15,836 - $18,351	-178 Reduced 3.55%	4,831 $497,000
Q3 2023 Nov 14, 2023	BUY	$92.79 - $100.59 $2,598 - $2,816	28 Added 0.56%	5,009 $466,000
Q2 2023 Oct 10, 2023	SELL	$91.33 - $98.06 $283,579 - $304,476	-3,105 Reduced 38.4%	4,981 $483,000
Q4 2022 Mar 24, 2023	SELL	$78.67 - $91.07 $17,307 - $20,035	-220 Reduced 2.65%	8,086 $696,000
Q3 2022 Mar 24, 2023	BUY	$78.88 - $94.48 $42,516 - $50,924	539 Added 6.94%	8,306 $0
Q2 2022 Mar 24, 2023	BUY	$83.88 - $102.77 $651,495 - $798,214	7,767 New	7,767 $0

Others Institutions Holding VT

# of Institutions

1,085

Shares Held

99.9M

Call Options Held

158K

Put Options Held

69.5K

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About VANGUARD TOTAL WORLD STK INDEX

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Ratio Wealth Group Vanguard Total World Stk Index Transaction History