Sc&H Financial Advisors, Inc. Vanguard Total World Stk Index Transaction History

Sc&H Financial Advisors, Inc.

$468 Million
Q1 2025

A detailed history of Sc&H Financial Advisors, Inc. transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Sc&H Financial Advisors, Inc. holds 16,382 shares of VT stock, worth $1.91 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares

16,382

Previous 17,357 5.62%

Holding current value

$1.91 Million

Previous $2.04 Million 6.87%

% of portfolio

0.41%

Previous 0.44%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	SELL	$115.08 - $123.97 $112,203 - $120,870	-975 Reduced 5.62%	16,382 $1.9 Million
Q4 2024 Jan 28, 2025	BUY	$117.09 - $123.07 $89,456 - $94,025	764 Added 4.6%	17,357 $2.04 Million
Q3 2024 Oct 24, 2024	BUY	$107.72 - $119.96 $17,558 - $19,553	163 Added 0.99%	16,593 $1.99 Million
Q2 2024 Aug 01, 2024	SELL	$104.94 - $113.51 $13,957 - $15,096	-133 Reduced 0.8%	16,430 $1.85 Million
Q1 2024 May 02, 2024	SELL	$100.68 - $110.5 $155,449 - $170,612	-1,544 Reduced 8.53%	16,563 $1.83 Million
Q4 2023 Feb 01, 2024	BUY	$88.97 - $103.1 $355 - $412	4 Added 0.02%	18,107 $1.86 Million
Q3 2023 Oct 30, 2023	SELL	$92.79 - $100.59 $31,270 - $33,898	-337 Reduced 1.83%	18,103 $1.69 Million
Q2 2023 Aug 07, 2023	SELL	$91.33 - $98.06 $61,647 - $66,190	-675 Reduced 3.53%	18,440 $1.79 Million
Q1 2023 May 12, 2023	SELL	$86.24 - $94.55 $118,321 - $129,722	-1,372 Reduced 6.7%	19,115 $1.76 Million
Q4 2022 Feb 10, 2023	SELL	$78.67 - $91.07 $486,416 - $563,085	-6,183 Reduced 23.18%	20,487 $1.77 Million
Q3 2022 Nov 09, 2022	BUY	$78.88 - $94.48 $60,264 - $72,182	764 Added 2.95%	26,670 $2.1 Million
Q2 2022 Aug 10, 2022	BUY	$83.88 - $102.77 $673,472 - $825,140	8,029 Added 44.91%	25,906 $2.21 Million
Q1 2022 May 10, 2022	BUY	$93.8 - $108.09 $366,570 - $422,415	3,908 Added 27.98%	17,877 $1.81 Million
Q4 2021 Feb 10, 2022	BUY	$101.45 - $109.23 $1.42 Million - $1.53 Million	13,969 New	13,969 $1.5 Million

Others Institutions Holding VT

# of Institutions

1,107

Shares Held

101M

Call Options Held

158K

Put Options Held

62.9K

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Sc&H Financial Advisors, Inc. Vanguard Total World Stk Index Transaction History