Sequoia Financial Advisors, LLC Vanguard Total World Stk Index Transaction History

Sequoia Financial Advisors, LLC

$11.5 Billion
Q4 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 62,356 shares of VT stock, worth $7.22 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

62,356

Previous 58,708 6.21%

Holding current value

$7.22 Million

Previous $7.03 Million 4.24%

% of portfolio

0.06%

Previous 0.08%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$117.09 - $123.07 $427,144 - $448,959	3,648 Added 6.21%	62,356 $7.33 Million
Q3 2024 Oct 21, 2024	SELL	$107.72 - $119.96 $49,120 - $54,701	-456 Reduced 0.77%	58,708 $7.03 Million
Q2 2024 Jul 15, 2024	SELL	$104.94 - $113.51 $606,658 - $656,201	-5,781 Reduced 8.9%	59,164 $6.66 Million
Q1 2024 Apr 30, 2024	SELL	$100.68 - $110.5 $664,387 - $729,189	-6,599 Reduced 9.22%	64,945 $7.18 Million
Q4 2023 Jan 25, 2024	BUY	$88.97 - $103.1 $701,617 - $813,046	7,886 Added 12.39%	71,544 $7.36 Million
Q3 2023 Nov 08, 2023	SELL	$92.79 - $100.59 $577,803 - $626,373	-6,227 Reduced 8.91%	63,658 $5.93 Million
Q2 2023 Aug 08, 2023	BUY	$91.33 - $98.06 $1.48 Million - $1.59 Million	16,172 Added 30.11%	69,885 $6.78 Million
Q1 2023 Apr 24, 2023	BUY	$86.24 - $94.55 $1.74 Million - $1.9 Million	20,134 Added 59.96%	53,713 $4.95 Million
Q4 2022 Jan 17, 2023	BUY	$78.67 - $91.07 $950,962 - $1.1 Million	12,088 Added 56.25%	33,579 $0
Q3 2022 Oct 26, 2022	SELL	$78.88 - $94.48 $81,798 - $97,975	-1,037 Reduced 4.6%	21,491 $1.7 Million
Q2 2022 Jul 22, 2022	SELL	$83.88 - $102.77 $260,950 - $319,717	-3,111 Reduced 12.13%	22,528 $1.92 Million
Q1 2022 May 13, 2022	BUY	$93.8 - $108.09 $70,912 - $81,716	756 Added 3.04%	25,639 $2.6 Million
Q4 2021 Feb 11, 2022	BUY	$101.45 - $109.23 $1.27 Million - $1.37 Million	12,528 Added 101.4%	24,883 $2.67 Million
Q3 2021 Oct 26, 2021	SELL	$101.52 - $107.65 $1.28 Million - $1.36 Million	-12,626 Reduced 50.54%	12,355 $1.26 Million
Q2 2021 Jul 27, 2021	SELL	$98.57 - $104.51 $321,535 - $340,911	-3,262 Reduced 11.55%	24,981 $2.59 Million
Q1 2021 May 14, 2021	SELL	$92.05 - $98.71 $351,815 - $377,269	-3,822 Reduced 11.92%	28,243 $2.75 Million
Q4 2020 Feb 12, 2021	BUY	$78.99 - $92.58 $96,288 - $112,855	1,219 Added 3.95%	32,065 $2.97 Million
Q3 2020 Oct 23, 2020	SELL	$75.3 - $85.07 $288,248 - $325,647	-3,828 Reduced 11.04%	30,846 $2.49 Million
Q2 2020 Aug 25, 2020	BUY	$60.03 - $78.43 $2.08 Million - $2.72 Million	34,674 New	34,674 $2.59 Million
Q2 2020 Aug 11, 2020	SELL	$60.03 - $78.43 $452,025 - $590,577	-7,530 Closed	0 $2.59 Million
Q1 2020 May 11, 2020	BUY	$54.48 - $83.17 $163,603 - $249,759	3,003 Added 66.34%	7,530 $473,000
Q4 2019 Feb 13, 2020	BUY	$72.8 - $81.27 $6,697 - $7,476	92 Added 2.07%	4,527 $367,000
Q3 2019 Oct 22, 2019	BUY	$74.55 - $76.17 $62,025 - $63,373	832 Added 23.09%	4,435 $332,000
Q2 2019 Jul 31, 2019	SELL	N/A	-193 Reduced 5.08%	3,603 $271,000
Q1 2019 May 13, 2019	BUY	N/A	136 Added 3.72%	3,796 $278,000
Q4 2018 Feb 14, 2019	SELL	N/A	-505 Reduced 12.12%	3,660 $240,000
Q3 2018 Nov 14, 2018	BUY	N/A	4,165 New	4,165 $316,000

Others Institutions Holding VT

# of Institutions

1,088

Shares Held

99.9M

Call Options Held

158K

Put Options Held

69.5K

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Sequoia Financial Advisors, LLC Vanguard Total World Stk Index Transaction History